Javier
Jimenez
Copperwynd Financial
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About this Advisor
Javier Jimenez is a financial advisor based in Scottsdale, Arizona, working with Copperwynd Financial. Javier has previously held positions at Edward Jones, Costco Wholesale, Comcap Advisory, 4Life Research, The Vanguard Group, Inc, University Of Nevada, and Copperwynd Financial, LLC. Javier has passed the Series 66 regulatory exam and is registered to provide services in Arizona. Currently, Javier is part of Copperwynd Financial, which operates out of Scottsdale, Arizona. The firm has 1 office and 9 employees. The firm manages assets totaling $530.6 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and educational seminars. The fee structure at Copperwynd Financial includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Copperwynd Financial Brokerage Details
$530,552,641
9
1,938
$273,763
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Javier Jimenez Work History
Copperwynd Financial, LLC
The Vanguard Group, Inc
Edward Jones
Comcap Advisory
4Life Research
University Of Nevada
Costco Wholesale
Disclosures
Please visit the SEC profile of Javier Jimenez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Copperwynd Financial
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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