JJ
JJ

Juan Jimenez

5 Years of Experience
Hallandale Beach, FL
Broker

Juan Jimenez is a registered investment advisor at Raymond James & Associates, INC., based in Hallandale Beach, FL, with 5 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

1010 S Federal Highway, Suite 2002, Hallandale Beach, FL, 33009

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History

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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Employment History
Current Registrations
Raymond James & Associates, INC.
October 2025 - Present · 7 mos
Raymond James & Associates, INC.Broker
October 2025 - Present · 7 mos
Previous Registrations
J.P. Morgan Securities LLC
September 2021 - June 2025 · 3 yrs 9 mos
J.P. Morgan Securities LLCBroker
September 2021 - June 2025 · 3 yrs 9 mos
Morgan Stanley
December 2019 - July 2021 · 1 yr 7 mos
Morgan StanleyBroker
September 2019 - July 2021 · 1 yr 10 mos
State Registrations1 state
FL
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.
Juan Jimenez - Financial Advisor | TrueAdvisor