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KJ

Kerensa Kendall Iraha Jimenez

PHCP
Miami Beach, FL
·CRD# 4682661·18 years experience

Professional Summary

Kerensa Kendall Iraha Jimenez, who also goes by Kerensa K Iraha, Kerensa Iraha, Kerensa K Jimenez, Kerensa Kendall Jimenez, is a registered financial advisor currently at PHCP, LLC located in Miami Beach, Florida. Kerensa is registered as a RR (Registered Representative) and started their career in finance in 2008. Kerensa has worked at 3 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Kerensa K Iraha, Kerensa Iraha, Kerensa K Jimenez, Kerensa Kendall Jimenez

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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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Years of Experience

18 years in the financial services industry

Current & Past Employments

PHCP, LLC·CRD# 300729
BD
2340 Collins Avenue Suite 603, Miami Beach, FL 33139
July 6, 2020 - Present
OCTAGON CAPITAL GROUP, LLC·CRD# 173341
BD
Short Hills, NJ
April 26, 2016 - July 6, 2020
BAYSHORE PARTNERS, LLC·CRD# 131546
BD
Fort Lauderdale, FL
November 26, 2008 - April 19, 2016

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Current Firm

PL
PHCP, LLC

PARAGON HEALTH CAPITAL, LLC | PHCP, LLC

CRD#: 300729 / SEC#: 8-70289
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

2340 Collins Avenue Suite 603, Miami Beach, FL 33139

Mailing Address

2340 Collins Avenue Suite 603, Miami Beach, FL 33139

Phone Number

(312) 847-1356

Established

Delaware since 01/14/2019

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (10 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
PARAGON BIOSCIENCES, LLCSOLE MEMBER—
IGNALL, EVAN TODDCCO2039007
JIMENEZ, KERENSA KENDALL IRAHACEO4682661
ROMERO, MONIQUE VICTORIAFINOP6712654

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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.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
California
(8/10/2022)
RR
Connecticut
(8/11/2022)
RR
Florida
(1/5/2022)
RR
Illinois
(7/6/2020)
RR
Massachusetts
(8/16/2022)
RR
New Jersey
(8/30/2024)
RR
New York
(8/1/2022)
RR
Pennsylvania
(5/22/2023)
RR
Texas
(12/2/2022)
RR
Virginia
(1/2/2024)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 2008About the Series 63 exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jan 2023About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Nov 2008About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Jul 2020About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Kerensa Kendall Iraha Jimenez's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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KJ
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