KJ
Katherine Jones Wimmer
CRD 2053433
Chartered Investment Counselor
Firms
| Firm | Role | As of |
|---|---|---|
| Wimmer Associates I, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Wimmer Associates I, Llc
President · 50% – 75% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗