Erika JimenezCRD Number: 5544528
Current Firm: Ubs Financial Services Inc.
Erika Jimenez (CRD# 5544528) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Sacramento, CA and has over 6 years of experience in the finance industry.
Clarion Advisors Inc.
Adams Ashby Financial Advisors
Three Oaks Capital Management
|Ubs Financial Services Inc.||Sacramento, CA||Apr 2015 - Current||3|
|Cetera Investment Advisers LLC||Puyallup, WA||Jan 2014 - Mar 2015||1|
|Cetera Investment Services LLC||St. Cloud, MN||Dec 2011 - Mar 2015||3|
|Harborstone Credit Union||Lakewood, WA||Aug 2011 - Mar 2015||3|
|Unemployed||University Place, WA||Jun 2011 - Aug 2011||< 1|
|Purcell Advisory Services, LLC||Tacoma, WA||Mar 2011 - Jun 2011||< 1|
|Umpqua Bank||Seattle, WA||Jul 2010 - Mar 2011||< 1|
|Buttle Community Bank||Chico, CA||Jun 2009 - Jul 2010||1|
|Morgan Stanley||Sacramento, CA||Jun 2008 - Jun 2009||1|
|Starbucks||Davis, CA||Sep 2006 - Jun 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2012|
Total Assets Under Management391,710MILLIONS
Total Number of Accounts885,967ACCOUNTS
Average Account Value$442,127
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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