Unclaimed Profile

Jordan Ladd Kimmel

LEBENTHAL GLOBAL ADVISORS, LLC·HAUPPAUGE, New York

SIE, Series 7, Series 8, Series 52, Series 63, Series 6520 years registeredLEBENTHAL GLOBAL ADVISORS, LLC

200 PARKWAY DRIVE SOUTH, STE 200, HAUPPAUGE, NY 11788CRD# 1442791Firm CRD# 283303

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jordan Ladd Kimmel · HAUPPAUGE, NY

Registration

CRD #1442791 · LEBENTHAL GLOBAL ADVISORS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LEBENTHAL GLOBAL ADVISORS, LLC

VALUENGINE CAPITAL MANAGEMENT LLC

Oct 2021 – Mar 2024

MELBOURNE, FL

LEBENTHAL GLOBAL ADVISORS, LLC

May 2020 – Nov 2021

HAUPPAUGE, NY

GITTERMAN WEALTH MANAGEMENT, LLC

Nov 2017 – May 2020

Edison, NJ

FACTS ASSET MANAGEMENT LLC

May 2016 – Oct 2017

Chester, NJ

NATIONAL ASSET MANAGEMENT, INC.

Feb 2016 – Oct 2017

MORRISTOWN, NJ

S.A.F.E. MANAGEMENT LLC

Jun 2014 – Oct 2017

RED BANK, NJ

KCD FINANCIAL, INC.

Jan 2014 – Oct 2017

CHESTER, NJ

NATIONAL ASSET MANAGEMENT, INC.

Aug 2009 – Jul 2010

MORRISTOWN, NJ

NATIONAL ASSET MANAGEMENT, INC.

May 2006 – Oct 2007

RANDOLF, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 52

Series 63

Series 65

Registration record

First registered · May 3, 2006

Years registered · 20

Disclosure History

2005Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

LEBENTHAL GLOBAL ADVISORS, LLC

CRD 283303 · SEC 801-110652

AUM

$713M

Regulatory assets under management

Employees

3,176 client accounts

Services offered by LEBENTHAL GLOBAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LEBENTHAL GLOBAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jordan Ladd Kimmel offer?

Jordan Ladd Kimmel specializes in Financial Planning, Investment Management.

What are Jordan Ladd Kimmel's credentials?

Jordan Ladd Kimmel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jordan Ladd Kimmel located?

Jordan Ladd Kimmel is based in HAUPPAUGE, New York, last registered with LEBENTHAL GLOBAL ADVISORS, LLC.

How does Jordan Ladd Kimmel charge for services?

Jordan Ladd Kimmel's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LEBENTHAL GLOBAL ADVISORS, LLC?

LEBENTHAL GLOBAL ADVISORS, LLC has approximately 24 employees and manages $713M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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