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JAMES A. JIMENEZ
JIMENEZ, JAMES ANTHONY
CRD 136200
2845 MOORPARK AVENUE, SUITE 200, SAN JOSE, CA, 95128-3158, United States
Phone
408-244-7574
Fax
408-244-7515
Registration
— (—)
Source
State registered
Total AUM
$4.8M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Sole Proprietorship
Filing date
2026-03-25
Disciplinary history
No
Services
Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Pension/profit sharing plans | 1 | $4.8M |
Official SEC filing: View on IAPD