Griffin JimenezCRD Number: 6494806
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Griffin Jimenez (CRD# 6494806) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Diego, CA and has over 4 years of experience in the finance industry.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|Bank Of America, N.a.||San Diego, CA||May 2017 - Current||4|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||San Diego, CA||May 2016 - Current||5|
|University Of Southern California||Los Angeles, CA||Nov 2013 - Feb 2017||3|
|University Of Southern California||Los Angeles, CA||Aug 2013 - Dec 2016||3|
|Falcons Elite Basketball||San Diego, CA||Aug 2011 - Dec 2016||5|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||San Diego, CA||May 2015 - Jul 2015||< 1|
|Torrey Pines High School / Carmel Valley Middle School||San Diego, CA||Aug 2007 - Jun 2013||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2017|
Total Assets Under Management1,084,544MILLIONS
Total Number of Accounts2,605,171ACCOUNTS
Average Account Value$416,304
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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, WY
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