Pedro David Jimenez
Professional Summary
Pedro David Jimenez is a registered financial advisor currently at SATURNA BROKERAGE SERVICES, INC located in Bellingham, Washington. Pedro is registered as a RR (Registered Representative) and started their career in finance in 2023. Pedro has worked at 1 firm and has passed the SIE and Series 99TO exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
GLOBAL FINANCIAL ADVISORY SERVICES, INC.
CHARLES SCHWAB & CO., INC.
ECHOTRADE LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
GLOBAL FINANCIAL ADVISORY SERVICES, INC.
CHARLES SCHWAB & CO., INC.
ECHOTRADE LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
GLOBAL FINANCIAL ADVISORY SERVICES, INC.
CHARLES SCHWAB & CO., INC.
ECHOTRADE LLC
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.
Similar Advisors
GLOBAL FINANCIAL ADVISORY SERVICES, INC.
CHARLES SCHWAB & CO., INC.
ECHOTRADE LLC
Years of Experience
3 years in the financial services industry
Current & Past Employments
Similar Advisors
GLOBAL FINANCIAL ADVISORY SERVICES, INC.
CHARLES SCHWAB & CO., INC.
ECHOTRADE LLC
Current Firm
INVESTORS NATIONAL CORPORATION | SATURNA BROKERAGE SERVICES, INC | INVESTORS NORTHWEST, INC.
Contact Information
Main Address
1300 N. State Street, Bellingham, WA 98225-4730Mailing Address
1300 N. State Street, Bellingham, WA 98225-4730Phone Number
(360) 734-1266Established
Washington since 07/21/1986Firm Type
CorporationFiscal Year End
JuneFirm Size
SmallFINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| SATURNA CAPITAL CORPORATION | 100% OWNER | — |
| CARTEN, JANE KAISER | DIRECTOR | 2929087 |
| CARTEN, JANE KAISER | CEO AND PRESIDENT | 2929087 |
| FANKHAUSER, CHRISTOPHER REED | COO | 2857015 |
| FANKHAUSER, CHRISTOPHER REED | DIRECTOR | 2857015 |
| HANNA, KALEN MARTIN | CFO | 5710886 |
| HANNA, KALEN MARTIN | TREASURER | 5710886 |
| HANNA, KALEN MARTIN | DIRECTOR | 5710886 |
| STEWART, JACOB ANDREW | CCO AND AML OFFICER | 5456089 |
Disclosures
Regulatory Event
1Similar Advisors
GLOBAL FINANCIAL ADVISORY SERVICES, INC.
CHARLES SCHWAB & CO., INC.
ECHOTRADE LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
GLOBAL FINANCIAL ADVISORY SERVICES, INC.
CHARLES SCHWAB & CO., INC.
ECHOTRADE LLC
State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
Similar Advisors
GLOBAL FINANCIAL ADVISORY SERVICES, INC.
CHARLES SCHWAB & CO., INC.
ECHOTRADE LLC
CRS (Client Relationship Summary) - BD
Click below to view Pedro David Jimenez's CRS (Customer Relationship Summary).
Similar Advisors
GLOBAL FINANCIAL ADVISORY SERVICES, INC.
CHARLES SCHWAB & CO., INC.
ECHOTRADE LLC
