Jeffrey Wimbish
Kensington Investment Counsel · Long Beach, California
Jeffrey Wimbish is a fee-only financial advisor at Kensington Investment Counsel in Long Beach, California. Kensington Investment Counsel reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Kensington Investment Counsel |
|---|---|
| Based in | Long Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $310.2M across 293 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4363647 |
| Exams passed | Series 65 (2002) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.kensingtonic.com |
| Profile |
How Jeffrey's firm compares
- Kensington Investment Counsel's average account is about $1.1 million, from its Form ADV (assets managed divided by 293 accounts).
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Questions about Jeffrey
Is Jeffrey Wimbish a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Kensington Investment Counsel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Kensington Investment Counsel, reports charging a percentage of assets on its SEC Form ADV.
Where is Jeffrey Wimbish based?
Jeffrey Wimbish is based in Long Beach, California.
Is Jeffrey Wimbish registered with the SEC?
Yes. Jeffrey Wimbish is registered as an investment adviser representative in CA (CRD 4363647), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kensington Investment Counsel manage?
Kensington Investment Counsel reports $310.2M across 293 accounts in assets under management.
How do I contact Jeffrey Wimbish?
Through Jeffrey's website, www.kensingtonic.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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