Anabelle J. Jimeno

WAFD WEALTH,

SEATTLE, WA 98161

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CRD#: 5246163

Professional summary

Anabelle Jabier Jimeno is a registered financial advisor currently at WAFD WEALTH, INC located in Seattle, Washington.

Anabelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Anabelle has worked at 3 firms and has passed the Series 66, SIE 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.

I*138565 For profit or not for profit: For-Profit Organization Name of outside business organization: Designtheory LLC Investment related: N Address of business: Seattle, Washington 98118 Nature of business: LLC, Compensation for Activity: Y Position, title, association: General Partner, Start date of relationship: 7/1/2021 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Member of LLC formed for spouse's landscape and design business. Responsibilities include assisting in the business formation and tax filing.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anabelle Jabier Jimeno'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®

None

Experience

Current

August 29, 2025 - Present

WAFD WEALTH, INC

Office #1: 1215 Fourth Avenue Suite 2200, Seattle, WA 98161

RIA

CRD#: 337346

SEATTLE, WA

Past

October 23, 2009 - September 5, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SEATTLE, WA

Past

October 23, 2009 - September 5, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SEATTLE, WA

Past

May 15, 2008 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

LAS VEGAS, NV

Past

December 18, 2007 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

LAS VEGAS, NV

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

Washington
(8/29/2025)

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: 5/14/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/17/2007

General Securities Representative Examination

Current Firm

WAFD WEALTH, INC

CRD#: 337346 / SEC#: 801-134074

RIA

Registered Investment Advisory firm - (8/1/2025 120-Day Approval)

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Contact information

Main Address

1215 Fourth Avenue Suite 2200, Seattle, WA 98161

Mailing Address

Phone number

(206) 467-2800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLSOURE BROCHURE FOR WAFD WEALTH, INC. (8/29/2025)

WRAP FEE PROGRAM FOR WAFD WEALTH, INC (8/29/2025)

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Anabelle J. Jimeno

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anabelle Jabier Jimeno's CRS (Customer Relationship Summary).

Certified licenses

Experience

WAFD WEALTH, INC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/14/2008

SIE

Date: 10/1/2018

Series 7

Date: 12/17/2007

Current Firm

WAFD WEALTH, INC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

WAFD WEALTH, INC

TRUST BUT VERIFY

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