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
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2020Employment Separation After Allegations
November 2019Other 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
Cetera Investment Advisers LLC
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations10 states
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