Javier Ajjam Altimari, financial advisor Houston TX

Javier Ajjam Altimari

CRD Number: 5996292
Current Firm: Oppenheimer & Company Inc.

Javier Ajjam Altimari (CRD# 5996292) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Houston, TX and has over 10 years of experience in the finance industry. Javier Ajjam Altimari has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Nxt:gen Financial Planning
Professional Designations
Company Name Location Dates Years
Oppenheimer & Company Inc. Houston, TX Dec 2018 - Current 3
Dulworth & Company Inc. Houston, TX Dec 2014 - Dec 2018 4
Global Financial Services, LLC Houston, TX Apr 2013 - Dec 2018 5
Gfs Advisors, LLC Houston, TX Apr 2013 - Dec 2018 5
Bank Of America, N.a. Austin, TX Jan 2012 - Apr 2013 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Austin, TX Oct 2011 - Apr 2013 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2012
Contact Info for Javier I. Ajjam Altimari
Phone Number: 212-668-8000
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    27,024
    MILLIONS
  • Total Number of Accounts
    30,576
    ACCOUNTS
  • Average Account Value
    $883,838
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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