Manuel Jimenez
Manuel Jimenez is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mt. Pleasant, SC, with 39 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
534 Johnnie Dodds Blvd., Suite 300, Mt. Pleasant, SC, 29464
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2001Other Business Activities
Manuel is an associate/employee at Pinnacle Bank/Pinnacle Financial Partners, Crescent Palm Group, and Pinnacle Asset Management, working as a financial advisor and dedicating nearly full-time hours to each. He also is a partner at CMJ Properties, LLC, a rental real estate business, spending minimal time on it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Truist Investment Services, INC.Broker
Truist Advisory Services, INC.
Bb&t Securities, LLCBroker
Bb&t Securities, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Sterne, Agee & Leach, INC.Broker
Keogler, Morgan & Company, INC.Broker
Robert Thomas Securities, INCBroker
Morgan Keegan & Company, INC.Broker
State Registrations17 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.