Javier Jimenez
Javier Jimenez is a registered investment advisor at Firmo Investment Consulting Services, based in Pasadena, CA, with 25 years of industry experience. Javier operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 30 clients with $3.3M 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 $1000K | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
The annual fee is negotiable based upon certain criteria. Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.
Fee Estimator
Location
155 N. Lake Ave, Suite 800 #301, Pasadena, CA, 91101
Get directionsHistory
Regulatory History (5)
Regulatory
January 2012Customer Dispute
October 2009Customer Dispute
November 2008Employment Separation After Allegations
October 2008Customer Dispute
January 2003Other Business ActivitiesSells Insurance
Javier is a co-pastor at New Life Christian Center, dedicating about half of his time to this role. He also owns an insurance business as a sole proprietor, working a few hours per week in insurance sales and service.
Employment History
Current Registrations
Firmo Investment Consulting Services
Previous Registrations
Financial Advisers of America, LLCBroker
Wedbush Morgan Securities INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations3 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.