Javier
Jimenez
Copperwynd Financial
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About this Advisor
Javier Jimenez is a financial advisor working in Scottsdale, Arizona with a total of 2 years of industry experience. Jimenez works at Copperwynd Financial. Their career trajectory has included roles at Edward Jones, Costco Wholesale, Comcap Advisory, Bounce U, Express, 4Life Research, The Vanguard Group, Inc, University Of Nevada, Foothill High School and Copperwynd Financial, LLC. Jimenez maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Arizona. Copperwynd Financial is a registered investment firm that has its headquarters in Scottsdale, AZ. It manages $459 million in assets among its 1,930 accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Of its 1,930 client accounts, 38% belong to high-net-worth clients who have more than $1 million in investable assets. The advisory firm provides a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Fees for financial management typically are based on which services the firm provides the client. Fee types charged by Copperwynd Financial typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Copperwynd Financial Brokerage Details
$458,949,625
10
1,930
$237,798
Investment Advisory Services
- Financial planning 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
Javier has been registered as a financial advisor for 2 years.*
Copperwynd Financial, LLC
The Vanguard Group, Inc
Edward Jones
Comcap Advisory
4Life Research
University Of Nevada
Costco Wholesale
Express
Bounce U
Foothill High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
South Jordan, UT
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. 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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