Abraham Arturo Jimenez

3 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningDivorce PlanningEducation PlanningCharitable GivingHigh Net WorthBusiness Owners

Cerity Partners LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

571 advisors

Number of Clients

19,810 clients

Average Client Portfolio

$6.2M average

Assets Under Management

$122.8B

Fee Structure

Financial Planning:Included in AUM fee

Location

99 Park Avenue, 16th Floor, New York, NY, 10016

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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.

Employment History

Current Registrations

Cerity Partners LLC

July 2023 - Present · 2 yrs 7 mos

Previous Registrations

Vanguard Advisers, INC.

August 2022 - July 2023 · 11 mos

Vanguard Marketing CorporationBroker

July 2022 - July 2023 · 1 yr

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.