Jimmy Hoesan is a ChFC-designated registered investment advisor, based in Arcadia, CA, with 2 years of industry experience.
Location
411 E Huntington Dr, Ste 216, Arcadia, CA, 91006
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jimmy owns Jimmy Hoesan's Insurance Agency, an insurance agency affiliated with State Farm. He dedicates about half his time to servicing customers and supervising employees.
Employment History
Current Registrations
State Farm Vp Management CORP.
October 2023 - Present · 2 yrs 7 mos
State Farm Vp Management CORP.Broker
October 2023 - Present · 2 yrs 7 mos
State Farm Investment Management CORP.
July 2023 - Present · 2 yrs 10 mos
State Registrations4 states
AZCANVOR
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.