Jimmy
Manuel
Emerson Equity LLC
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About this Advisor
Jimmy Manuel is a financial advisor working out of San Mateo, California with 2 years of industry experience. Manuel is an employee of Emerson Equity LLC. Over the course of their career, they have held roles at Dynasty Capital Partners, Inc, Western International Securities, Inc, Brokers' Choice Of America, Wealth Watch Advisors and Emerson Equity LLC. Manuel has Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in California. Emerson Equity LLC is a registered investment business headquartered in San Mateo, CA. The investment advisory business has offices in nine locations and a total of 208 financial advisors. It manages $189 million in assets under management among its 526 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 526 client accounts, 15% are associated with high-net-worth investors who have greater than $1 million in investable assets. The advisory firm provides a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars and other services. A financial advisor's fees typically vary depending on the type of services. However, fee types charged by Emerson Equity LLC may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Emerson Equity LLC Brokerage Details
$189,338,704
208
526
$359,960
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
- Other
Jimmy Manuel Work History
Jimmy has been registered as a financial advisor for 2 years.*
Emerson Equity LLC
Wealth Watch Advisors
Brokers' Choice Of America
Western International Securities, Inc
Dynasty Capital Partners, Inc
*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 Jimmy Manuel 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 Emerson Equity LLC
Irvine, CA
San Mateo, CA
Irvine, CA
Irvine, CA
Healdsburg, CA
San Mateo, CA
San Mateo, CA
Irvine, CA
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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