Andrew Jimenez
Andrew Jimenez is a registered investment advisor at VALIC Financial Advisors, INC., based in Cutler Bay, FL, with 10 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
- Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
- The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
Location
Cutler Bay, FL
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
Andrew is a property appraiser for Prestige Appraisers Group, LLC, a director for The Enclave at Black Pint Marina Homeowners Association Inc, and an Assistant Secretary for Enclave at Black Point Marina Community Development District. He also sells non-securities insurance products as an agent for AGIA, dedicating a few hours per week, and buys/sells real estate for himself through Jimenez & Associates Group LLC.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
AXA Advisors, LLCBroker
J.P. Morgan Securities LLCBroker
Wachovia Securities, LLCBroker
State Registrations1 state
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