Carlos Jimenez
Carlos Jimenez is a registered investment advisor at Wells Fargo Advisors, based in La Jolla, CA, with 27 years of industry experience. Carlos is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
888 Prospect St Stes 301 & 320, La Jolla, CA, 92037
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2002Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations29 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.
Exams
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