Javier
Ajjam Altimari
Oppenheimer & Co. Inc
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About this Advisor
Javier Ajjam Altimari is a certified financial planner operating out of Houston, Texas, with a total of 5 years of relevant experience. Ajjam Altimari is on the advisory team at Oppenheimer & Co. Inc. Over the course of their career, Ajjam Altimari has held roles at Global Financial Services, LLC, Gfs Advisors, LLC, Dulworth & Co. Inc and Oppenheimer & Co. Inc. Ajjam Altimari has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Massachusetts and Texas. Oppenheimer & Co. Inc is a financial advisory company based out of New York, NY. It has offices in 118 locations and a total of 2,784 financial advisors. It has $23 billion in total assets across its 32,333 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 145 charities and foundations. Of its 32,333 customer accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Oppenheimer & Co. Inc provides a broad 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 and selection of other advisers. Fees charged by financial advisors are based on the services offered. However, fee types billed by Oppenheimer & Co. Inc can include asset-based, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Oppenheimer & Co. Inc Brokerage Details
$22,650,951,893
2,784
32,333
$700,552
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
Javier Ajjam Altimari Work History
Javier has been registered as a financial advisor for 5 years.*
Oppenheimer & Co. Inc
Dulworth & Co. Inc
Global Financial Services, LLC
Gfs Advisors, LLC
*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 Ajjam Altimari 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 Oppenheimer & Co. Inc
Bellevue, WA
Wayne, PA
New York, NY
Atlanta, GA
New York, NY
New York, NY
Boca Raton, FL
New York, NY
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.
