Edgar
Jimenez Mora
Sovran Advisors, LLC
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About this Advisor
Edgar Jimenez Mora is a financial advisor based in San Diego, California, working with Sovran Advisors, LLC. Edgar has previously held positions at Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, Royale: Cocktails And Burgers, Mammoth Mountain Resort, El Ranchito, North Star Resource Group, Minnesota Life Insurance Co, Securian Financial Services Inc, Massmutual Life Insurance Company, Mml Investors Services, LLC, Cetera Advisor Networks LLC, Sovran Advisors LLC - Crd 329415, and Mora Administrative Management. Edgar has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Edgar is part of Sovran Advisors, LLC, which operates out of San Diego, California. The firm has 4 offices and 45 employees. The firm manages assets totaling $841.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Sovran Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sovran Advisors, LLC Brokerage Details
$841,576,392
45
3,480
$241,832
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Edgar Jimenez Mora Work History
Cetera Advisor Networks LLC
Sovran Advisors LLC - Crd 329415
Mora Administrative Management
Massmutual Life Insurance Company
Mml Investors Services, LLC
El Ranchito
North Star Resource Group
Minnesota Life Insurance Co
Securian Financial Services Inc
J.P. Morgan Securities LLC
Jpmorgan Chase Bank, N.A
Royale: Cocktails And Burgers
Mammoth Mountain Resort
El Ranchito
Disclosures
Please visit the SEC profile of Edgar Jimenez Mora 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 Sovran Advisors, LLC
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
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