Josephine S. Jimenez

CHANNING GLOBAL ADVISORS

Miami, FL 33131

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CRD#: 5491834

Professional summary

Josephine Santos Jimenez, CFA is a registered financial advisor currently at CHANNING GLOBAL ADVISORS, LLC located in Miami, Florida.

Josephine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Josephine has worked at 1 firm .

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Josephine Santos 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®

CFA

Chartered Financial Analyst

Experience

Current

May 20, 2020 - Present

CHANNING GLOBAL ADVISORS, LLC

Office #1: 801 Brickell Ave Suite 817, Miami, FL 33131

RIA

CRD#: 290893

Miami, FL

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".

CHANNING GLOBAL ADVISORS, LLC

CRD#: 290893 / SEC#: 801-112256

RIA

Registered Investment Advisory firm - (1/4/2018 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

Florida
(5/20/2020)

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

Current Firm

CHANNING GLOBAL ADVISORS, LLC

CRD#: 290893 / SEC#: 801-112256

RIA

Registered Investment Advisory firm - (1/4/2018 Approved)

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Contact information

Main Address

801 Brickell Ave Suite 817, Miami, FL 33131

Mailing Address

Phone number

(305) 901-5315

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

CHANNING GLOBAL ADV-PART 2 BROCHURE 3-2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	33
AUM (Assets Under Management)	$ 844,225,000

Red Flags

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

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Josephine S. Jimenez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Josephine Santos Jimenez's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHANNING GLOBAL ADVISORS, LLC

Primary Firm SEC Registration

CHANNING GLOBAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Current Firm

CHANNING GLOBAL ADVISORS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CHANNING GLOBAL ADVISORS, LLC

TRUST BUT VERIFY

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