Jose
Jimenez
Parsonex Advisory Services, Inc
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About this Advisor
Jose Jimenez is a certified financial planner who works in Englewood, Colorado with 2 years of industry experience. Jimenez is an employee of Parsonex Advisory Services, Inc. During their career, Jimenez has held roles at Us Army, Parsonex Securities, Us Navy and Parsonex Advisory Services, Inc. Jimenez holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in California, Florida, Georgia, Hawaii, Maryland, Rhode Island, Texas and Virginia. Parsonex Advisory Services, Inc is a financial advisory company based in Englewood, CO. It has offices in four locations and just five advisors. It administers $106 million in total assets across its 438 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 438 customer accounts, just 7% belong to high-net-worth clients who have at least $1 million in assets available to invest. Parsonex Advisory Services, Inc performs a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fee schedules largely depend on which services are provided. Fee types charged by Parsonex Advisory Services, Inc likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Parsonex Advisory Services, Inc Brokerage Details
$106,099,329
5
438
$242,236
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jose Jimenez Work History
Jose has been registered as a financial advisor for 2 years.*
Parsonex Advisory Services, Inc
Us Navy
Parsonex Securities
Us Army
Us Army
Us Army
*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 Jose 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 Parsonex Advisory Services, Inc
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Englewood, CO
Tustin, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
