NB
Nancy J. Baquero Jimenez
PORTFOLIO RESOURCES ADVISOR GROUP
CORAL GABLES, FL 33146
Some features on this profile are disabled
CRD#: 5583492
NB
Professional summary
Nancy Josefina Baquero Jimenez, who also goes by Nancy Baquero, Nancy J. Baquero De Jimenez, Nancy Josefina Baquero De Jimenez, Nancy Baquero Jimenez, Nancy Josefina Jimenez, is a registered financial advisor currently at PORTFOLIO RESOURCES ADVISOR GROUP, INC. located in Coral Gables, Florida and PORTFOLIO RESOURCES GROUP, INC. located in Coral Gables, Florida.
Nancy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Nancy has worked at 2 firms and has passed the Series 65, Series 99TO, SIE and Series 27 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nancy Baquero | Nancy J. Baquero De Jimenez | Nancy Josefina Baquero De Jimenez | Nancy Baquero Jimenez | Nancy Josefina Jimenez
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.
1. Great Properties International, Is Not Investment Related, 260 Crandon Blvd., Suite 53, Key Biscayne, FL, 33149, ,REAL ESTATE, Sales Associate - REALTOR, 3/4/2011,4 hours per month,0 hours per month during trading hours, Commission Compensation, Management and administrative duties. 2. Nancy Baquero Property Manager, Is Not Investment Related, 1824 Brickell Avenue, Unit 4C, Miami, FL, 33129, REAL ESTATE, Property Manager, 1/1/2011, 3 hours per month, 0 hours per month during trading hours, Commission Compensation, Property management. 3. Villa Brickell Condominium Association, Is Not Investment Related, 1824 Brickell Avenue, Miami, FL 33129, Condominium Association, President of Board of Directors, 12/9/2015, 4 hours per month, 0 hours per month during trading hours, No Compensation, Supervise the day-to-day administration. 4. Foxstone US Investment, Is Not Investment Related,1824 Brickell Ave. Apt 4C Miami FL, Real Estate, Manager, 11/30/2010,4 hours per month,0 hours per month during trading hours, No Compensation, Management and Administration. 5. Portfolio Resources Advisor Group, Inc. affiliate of Portfolio Resources Group, is Investment Related, 4000 Ponce De Leon Blvd, Ste 670, Coral Gables, FL 33146, An Investment Advisor, Chief Financial Officer 05/06/2022, & Chief Information Security Officer 08/01/2017, FINOP Assistant 08/05/2008-05/05/2022, Investment Advisor Representative,12/01/2010,40 hours per month,10 hours per week during trading hours, Other Compensation, salary, duties: supervision, financial operations, cybersecurity, technology, administrative. 6. Investment Resources Int'l Inc, a Portfolio Resources Affiliate, is Not Investment Related, 4000 Ponce De Leon Blvd, Ste 670, Coral Gables, FL 33146, Administration, Chief Financial Officer, 05/06/2022, FINOP Assistant 08/05/2008-05/05/2022, 20 hours per month,5 hours per week during trading hours, Salary Compensation, Providing administrative and management services.
CRS (Client Relationship Summary) - RIA
Click below to view Nancy Josefina Baquero 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®
NoneExperience
Current
December 7, 2010 - Present
PORTFOLIO RESOURCES ADVISOR GROUP, INC.
Office #1: 4000 Ponce De Leon Blvd Ste 670, Coral Gables, FL 33146RIA
CRD#: 144601
CORAL GABLES, FL
Current
November 13, 2013 - Present
PORTFOLIO RESOURCES GROUP, INC.
Office #1: 4000 Ponce De Leon Blvd. Suite 670, Coral Gables, FL 33146BD
CRD#: 31155
Coral Gables, 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".
PR
PORTFOLIO RESOURCES ADVISOR GROUP, INC.
CHANCERY FINANCIAL ADVISORS | SUSTAINABLE WEALTH ADVISORS | SEVEN GENERATIONS INVESTING LLC | PROFILE INVESTMENT SERVICES, LTD | PRINCIPLED INVESTING LLC | PPD-FINANCIAL | PORTFOLIO RESOURCES ADVISOR GROUP, INC. | LIGHTHOUSE CAPITAL | LANDER ADVISORY | JOYCE MOORE FINANCIAL SERVICES | ISASI WEALTH ADVISORY | HIGH IMPACT INVESTMENTS | FOSTER FINANCIAL SERVICES INC
CRD#: 144601 / SEC#: 801-111808
RIA
Registered Investment Advisory firm - (10/6/2017 Approved)Arizona
Registered Investment Advisory firm - (10/6/2017 Terminated)California
Registered Investment Advisory firm - (11/5/2017 Terminated)Colorado
Registered Investment Advisory firm - (10/13/2017 Terminated)Florida
Registered Investment Advisory firm - (12/31/2017 Terminated)Kentucky
Registered Investment Advisory firm - (10/12/2017 Terminated)Louisiana
Registered Investment Advisory firm - (1/2/2013 Terminated)New Jersey
Registered Investment Advisory firm - (10/20/2017 Terminated)New York
Registered Investment Advisory firm - (10/6/2017 Terminated)North Carolina
Registered Investment Advisory firm - (10/6/2017 Terminated)Oregon
Registered Investment Advisory firm - (11/7/2017 Terminated)Pennsylvania
Registered Investment Advisory firm - (10/10/2017 Terminated)Texas
Registered Investment Advisory firm - (12/31/2012 Terminated)Virginia
Registered Investment Advisory firm - (10/6/2017 Terminated)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(12/7/2010)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
PR
PORTFOLIO RESOURCES ADVISOR GROUP, INC.
CHANCERY FINANCIAL ADVISORS | SUSTAINABLE WEALTH ADVISORS | SEVEN GENERATIONS INVESTING LLC | PROFILE INVESTMENT SERVICES, LTD | PRINCIPLED INVESTING LLC | PPD-FINANCIAL | PORTFOLIO RESOURCES ADVISOR GROUP, INC. | LIGHTHOUSE CAPITAL | LANDER ADVISORY | JOYCE MOORE FINANCIAL SERVICES | ISASI WEALTH ADVISORY | HIGH IMPACT INVESTMENTS | FOSTER FINANCIAL SERVICES INC
CRD#: 144601 / SEC#: 801-111808
RIA
Registered Investment Advisory firm - (10/6/2017 Approved)Arizona
Registered Investment Advisory firm - (10/6/2017 Terminated)California
Registered Investment Advisory firm - (11/5/2017 Terminated)Colorado
Registered Investment Advisory firm - (10/13/2017 Terminated)Florida
Registered Investment Advisory firm - (12/31/2017 Terminated)Kentucky
Registered Investment Advisory firm - (10/12/2017 Terminated)Louisiana
Registered Investment Advisory firm - (1/2/2013 Terminated)New Jersey
Registered Investment Advisory firm - (10/20/2017 Terminated)New York
Registered Investment Advisory firm - (10/6/2017 Terminated)North Carolina
Registered Investment Advisory firm - (10/6/2017 Terminated)Oregon
Registered Investment Advisory firm - (11/7/2017 Terminated)Pennsylvania
Registered Investment Advisory firm - (10/10/2017 Terminated)Texas
Registered Investment Advisory firm - (12/31/2012 Terminated)Virginia
Registered Investment Advisory firm - (10/6/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4000 Ponce De Leon Blvd Ste 670, Coral Gables, FL 33146
Mailing Address
Phone number
(305) 372-0299
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 362 |
| AUM (Assets Under Management) | $ 115,963,278 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
PORTFOLIO RESOURCES ADVISOR GROUP, INC.
CRD#: 144601Coral Gables, FL 33146TRUST BUT VERIFY
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