Stephen Jimenez is a registered investment advisor at Peerless Wealth, based in Columbus, OH, with 22 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 178 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
For option trading, the annual advisory fee is 2.50% with no minimum or maximum portfolio size. Fees may be negotiable.
Fee Estimator
Location
1 E. Campus View Blvd., Suite 210, Columbus, OH, 43235
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Stephen works as a wholesaler for Peerless ETFs, LLC and as a sales consultant for Gore Range Capital, dedicating a few hours per week to each role. His compensation from Peerless ETFs is commission-based, while his compensation from Gore Range Capital is a monthly consulting fee.
Employment History
Current Registrations
Peerless Wealth
Previous Registrations
Bradley Woods & CO. LTD.Broker
Calamar Financial Group, LLCBroker
Primus Financial Services, LLCBroker
International Assets Investment Management, LLC
International Assets Advisory, LLCBroker
Calamar Financial Group, LLCBroker
City Different Investments
Thornburg Investment Management INC
Thornburg Securities CorporationBroker
Bengal Partners LLCBroker
Avm, L.P.Broker
Coast Asset Securities LLCBroker
Capital Solutions Distributors, LLCBroker
Seattle-Northwest Securities CorporationBroker
Jimenez Securities, INC.Broker
Jimenez Capital IncorporatedBroker
Greenwich Capital Markets, INC.Broker
Rmg Capital L.P.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Painewebber IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.