Marc A. Jimenez

CAM INVESTOR SOLUTIONS

Austin, TX 78705

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CRD#: 3170299

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.

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 our local youth.

Question & Answer

What are your service offerings?

Retirement Planning

Comprehensive Financial Planni...

Business Succession Planning

Tax Planning

Estate Planning

Insurance Planning

Retirement Income Management

Budgeting

Investment Planning

Do you have an area of expertise or specialization?

Alternative or Private Investm...

Estate & Generational Planning...

High Net Worth Client Needs

Investment Advice with Ongoing...

Real Estate Investments

Tax Planning

Are you a "fiduciary"?

Yes

Aliases

Marc A Jimenez | Marc Anthony Jimenez I

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: FULL MATE CHESS INSTITUTE, WHICH STARTED IN SEPTEMBER 2005, ADDRESS IS SAME AS PERSONAL ADDRESS. I AM THE OWNER AND SOLE PROPRIETOR. THE BUSINESS IS TO COMPETE, TUTOR AND HELP PROMOTE CHESS IN THE COMMUNITY. IT TAKES APPROXIMATELY 5-10 HOURS PER MONTH, AND IS OFTEN DONE OUTSIDE OF NORMAL BUSINESS HOURS (WEEKENDS). M & A CONSULTING GROUP LLC DBA CAM INVESTOR SOLUTIONS. INVESTMENT RELATED. 387 CORONA STREET, SUITE 538, DENVER, CO 80218. INVESTMENT ADVISORY ACTIVITIES. OWNER & REPRESENTATIVE. 01/2017. PROVIDE INVESTMENT ADVICE AND MANAGE CLIENT ASSETS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marc Anthony Jimenez's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

January 5, 2017 - Present

CAM INVESTOR SOLUTIONS

Office #1: 623 W 38th Street Suite 320, Austin, TX 78705

RIA

CRD#: 286078

Austin, TX

Past

December 7, 2017 - February 15, 2022

KAHLER FINANCIAL GROUP, INC.

RIA

CRD#: 124042

Denver, CO

Past

June 18, 2013 - January 6, 2017

MCLEAN ASSET MANAGEMENT CORP.

RIA

CRD#: 108067

Denver, CO

Past

September 21, 2012 - June 18, 2013

CAMBRIDGE WEALTH COUNSEL

RIA

CRD#: 127349

DENVER, CO

Past

September 15, 2006 - September 21, 2012

DIMENSIONAL FUND ADVISORS LP

RIA

CRD#: 106482

AUSTIN, TX

Past

July 13, 2006 - September 21, 2012

DFA SECURITIES LLC

CRD#: 10292

AUSTIN, TX

Past

January 3, 2005 - April 20, 2006

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

DENVER, CO

Past

January 3, 2005 - April 20, 2006

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

DENVER, CO

Past

February 5, 2003 - October 11, 2004

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

, CO

Past

February 26, 2000 - October 11, 2004

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

January 21, 1999 - November 5, 1999

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CAM INVESTOR SOLUTIONS

CAM INVESTOR SOLUTIONS | M & A CONSULTING GROUP, LLC | JIMENEZ, MARC ANTHONY

CRD#: 286078 / SEC#: 801-108801

RIA

Registered Investment Advisory firm - (1/3/2017 Approved)

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

Colorado
(1/5/2017)

IAR

Texas
(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

State Security Law Exam

IAR

Series 66

Date: 1/31/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/20/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/10/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/14/1999

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 10

Date: 11/20/2002

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 7/31/2002

General Securities Sales Supervisor - Options Module Examination

Current Firm

CAM INVESTOR SOLUTIONS

CAM INVESTOR SOLUTIONS | M & A CONSULTING GROUP, LLC | JIMENEZ, MARC ANTHONY

CRD#: 286078 / SEC#: 801-108801

RIA

Registered Investment Advisory firm - (1/3/2017 Approved)

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Contact information

Main Address

623 W 38th Street Suite 320, Austin, TX 78705

Mailing Address

Phone number

(720) 575-7775

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (7/24/2025)

Regulatory assets under management

Total Number of Accounts	531
AUM (Assets Under Management)	$ 116,500,000

Red Flags

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.

Contact information

(xxx) xxx-xxxx

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Advisor Monitoring

Firm Stability Insights

Marc A. Jimenez

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marc Anthony Jimenez's CRS (Customer Relationship Summary).

Certified licenses

Experience

KAHLER FINANCIAL GROUP, INC.

MCLEAN ASSET MANAGEMENT CORP.

CAMBRIDGE WEALTH COUNSEL

DIMENSIONAL FUND ADVISORS LP

DFA SECURITIES LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

MONY SECURITIES CORPORATION

Primary Firm SEC Registration

CAM INVESTOR SOLUTIONS

State Registrations and Notice Filings

Exams

Series 66

Date: 1/31/2003

Series 63

Date: 1/20/1999

Series 7

Date: 2/10/2000

Series 6

Date: 1/14/1999

Series 10

Date: 11/20/2002

Series 9

Date: 7/31/2002

Current Firm

CAM INVESTOR SOLUTIONS

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAM INVESTOR SOLUTIONS

TRUST BUT VERIFY

Contact information

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