Marc Anthony Jimenez
CFP®Professional Summary
Marc Anthony Jimenez, CFP®, who also goes by Marc A Jimenez, Marc Anthony Jimenez I, is a registered financial advisor currently at CAM INVESTOR SOLUTIONS located in Austin, Texas. Marc is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Marc has worked at 9 firms and has passed the Series 66, Series 63, Series 7, Series 6, Series 10 and Series 9 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Retirement Planning
- Financial Planning
- Tax Planning
- Estate & Legacy Planning
- Risk Management & Insurance
- Cashflow & Budgeting
- Investment Management
Specializations
Biography
For fun Marc enjoys all-things outdoors and watching college football. He is also heavily involved in the local chess community. As a longtime member of the USCF, and having competed and coached himself for over 35 years, Marc continues to volunteer, participate, and support the growth of chess in the local community for children of all ages. He also launched, Clocks for Kids, benefiting scholastic chess players and to support, promote, and foster development across...
Other Aliases
Marc A Jimenez, Marc Anthony Jimenez I
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
27 years in the financial services industry
Current & Past Employments
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Current Firm
CAM INVESTOR SOLUTIONS | M & A CONSULTING GROUP, LLC | JIMENEZ, MARC ANTHONY
Contact Information
Main Address
623 W 38th Street Suite 320, Austin, TX 78705Phone Number
(720) 575-7775# of Employees
3SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
623AUM (Assets Under Management)
$155,400,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
CAM INVESTOR SOLUTIONS | M & A CONSULTING GROUP, LLC | JIMENEZ, MARC ANTHONY
State Registrations and Notice Filings
(1/5/2017)
(9/20/2017)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jan 1999About the Series 6 examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed Nov 2002About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Jul 2002About the Series 9 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Marc Anthony Jimenez's CRS (Customer Relationship Summary).
Services Offered by Marc
- Retirement Planning
- Financial Planning
- Tax Planning
- Estate & Legacy Planning
- Risk Management & Insurance
- Cashflow & Budgeting
- Investment Management
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