JJ
CFP
JJ
CFP

Jose Jimenez

18 Years of Experience
2 DisclosuresBroker

Jose Jimenez is a CFP-designated registered investment advisor, based in Mililani, HI, with 18 years of industry experience.

Location

94-467 Alapoai Street, Mililani, HI, 96789

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History

Regulatory History (2)
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Customer Dispute
November 2020
Closed-No Action
Employment Separation After Allegations
November 2019
Other Business Activities

Jose is a founding director of Next Step Foundation, owner of Akamai Roofing Inc., trustee of Jimenez Family Trust, financial planner at Mission Financial Group, member of Jimenez Enterprises, advisor at Mission Financial Group LLC, and responsible managing employee at Next Step Roofing & Contracting LLC. He dedicates full-time hours to Mission Financial Group, about half his time to Mission Financial Group LLC, a few hours per week to Next Step Foundation and Akamai Roofing Inc., and minimal time to Jimenez Family Trust and Jimenez Enterprises.

Employment History
Current Registrations
Cetera Advisors LLCBroker
September 2022 - Present · 3 yrs 7 mos
Cetera Investment Advisers LLC
November 2020 - Present · 5 yrs 5 mos
Previous Registrations
First Allied Advisory Services, INC.
March 2020 - November 2020 · 8 mos
First Allied Securities, INC.Broker
February 2020 - September 2022 · 2 yrs 7 mos
Edward Jones
January 2008 - November 2019 · 11 yrs 10 mos
Edward JonesBroker
January 2008 - November 2019 · 11 yrs 10 mos
State Registrations10 states
CACOFLGAHIMONMNVORWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Jose Jimenez - Financial Advisor | TrueAdvisor