JJ
Javier R. Jimenez
FIRMO INVESTMENT CONSULTING SERVICES
Pasadena, CA 91101
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CRD#: 3015299
JJ
Professional summary
Javier Rivera Jimenez is a registered financial advisor currently at FIRMO INVESTMENT CONSULTING SERVICES located in Pasadena, California.
Javier is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Javier has worked at 4 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
?name of the other business; I'm co pastor at New Life Christian Center it's an Assemblies of God church> Its a non for profit. ?whether the business is investment-related; It's not business related. ?address of the other business; Based in 1062 E. Tabernacle St. St George, Utah 84780 ?nature of the other business; Church. Non Profit. ?your position; Co Pastor. ?title, or relationship with the other business; Same Pastor ?start date of your relationship; Oct 2014 ?approximate number of hours/month you devote to the other business; 80 hours ?number of hours you devote to the other business during securities trading hours; 20 Per month ?briefly describe your duties relating to the other business; Teacher. ?name of the other business; Javier Jimenez, Sole Proprietor ?whether the business is investment-related; Yes ?address of the other business; Pasadena, CA ?nature of the other business; Insurance ?your position; Insurance Agent ?title, or relationship with the other business; Owner ?start date of your relationship; 12/2011 ?approximate number of hours/month you devote to the other business; 10 hours ?number of hours you devote to the other business during securities trading hours; 5 Per month ?briefly describe your duties relating to the other business; Insurance sales and service
CRS (Client Relationship Summary) - RIA
Click below to view Javier Rivera Jimenez's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 12, 2011 - Present
FIRMO INVESTMENT CONSULTING SERVICES
Office #1: 155 N. Lake Ave Suite 800 #301, Pasadena, CA 91101RIA
CRD#: 153185
Pasadena, CA
Past
March 31, 2009 - April 30, 2009
FINANCIAL ADVISERS OF AMERICA, LLC
BD
CRD#: 142170
CARLSBAD, CA
Past
December 16, 1998 - October 24, 2008
WEDBUSH SECURITIES INC.
BD
CRD#: 877
LOS ANGELES, CA
Past
April 3, 1998 - December 17, 1998
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, NY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(10/12/2011)
IAR
Texas(7/24/2014)
IAR
Utah(1/4/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
FI
FIRMO INVESTMENT CONSULTING SERVICES
FIRMO INVESTMENT CONSULTING SERVICES | JIMENEZ, JAVIER RIVERA | JAVIER RIVERA JIMENEZ
CRD#: 153185 / SEC#:
California
Registered Investment Advisory firm - (6/3/2011 Approved)Texas
Registered Investment Advisory firm - (7/24/2014 Approved)Utah
Registered Investment Advisory firm - (1/4/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 N. Lake Ave Suite 800 #301, Pasadena, CA 91101
Mailing Address
Phone number
(310) 807-7000
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 30 |
| AUM (Assets Under Management) | $ 3,300,000 |
Red Flags
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