Sergio Jimenez-Gudino
Sergio Jimenez-Gudino is a CFP-designated registered investment advisor at Park Avenue Securities LLC, based in San Antonio, TX, with 16 years of industry experience. Sergio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.
Location
21714 Hardy Oak, Suite 100, San Antonio, TX, 78258
Get directionsHistory
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 ActivitiesSells Insurance
Sergio is involved in several business activities, including a Mexican corporation employing his employees, a law firm, an RIA DBA, a registered investment advisor, an insurance brokerage, and a holding company. He dedicates minimal time to the insurance brokerage and the registered investment advisor.
Employment History
Current Registrations
Park Avenue Securities LLC
Previous Registrations
Dominion Capital LLC
Sequent Planning, LLC
Animus Wealth Management, LLC.
Eagle Strategies LLC
Nylife Securities LLCBroker
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INC.
Investment Advisors International, INC.
World Group Securities, INC.Broker
Investment Advisors International, INC.
Intersecurities, INC.
Intersecurities, INC.Broker
Investment Advisors International, INC.
World Group Securities, INC.Broker
State Registrations4 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.