Jose Jimenez is a registered investment advisor, based in Tampa, FL, with 15 years of industry experience.
Location
Citi Private Bank, 3800 Citigroup Center Drive, Tampa, FL, 33610-9122
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Regulatory History
Clean regulatory record
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.
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Jose works as a waiter at Brio Tuscan Grill, dedicating about a quarter of his time outside of security trading hours. This business is not investment-related.
Employment History
Current Registrations
Citi Private Alternatives, LLCBroker
August 2017 - Present · 8 yrs 9 mos
Citi Private Alternatives, LLC
August 2017 - Present · 8 yrs 9 mos
Citigroup Global Markets INC.
September 2014 - Present · 11 yrs 8 mos
Citigroup Global Markets INC.Broker
September 2014 - Present · 11 yrs 8 mos
Citigroup Global Markets INC.
September 2014 - Present · 11 yrs 8 mos
Previous Registrations
J.P. Morgan Securities LLC
October 2012 - August 2014 · 1 yr 10 mos
J.P. Morgan Securities LLCBroker
October 2012 - August 2014 · 1 yr 10 mos
Chase Investment Services CORP.
January 2011 - October 2012 · 1 yr 9 mos
Chase Investment Services CORP.Broker
August 2010 - October 2012 · 2 yrs 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.