James Jimenez (CRD# 1900330) is an Investment Advisor Representative working at James A. Jimenez in San Jose, CA and has over 34 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| James A. Jimenez | San Jose, CA | Sep 1997 - Current | 26 |
| Crown Capital Securities, LP | Orange, CA | Nov 2016 - Dec 2017 | 1 |
| Foothill Securities, Inc. | San Jose, CA | Jan 1999 - Nov 2016 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1989 |
- CA
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Total Assets Under Management4MILLIONS
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Total Number of Accounts1ACCOUNTS
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Average Account Value$3,987,742
- A percentage of assets under your management
- Selection of other advisers (including private fund managers)
CA
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