Stephen Jimenez
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
12 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Peerless Wealth, LLCMar 2025 to now
- Gore Range CapitalMar 2025 to now
- Peerless Etfs, LLCMar 2025 to now
- NoneMay 2024 to Feb 2025
- Bradley Woods & Co. Ltd.Mar 2024 to Apr 2024
- The New Amsterdam Group LLCMar 2024 to Apr 2024
- Calamar Financial GroupMay 2023 to Feb 2024
- NoneMar 2023 to May 2023
- International Assets Advisory, LLCJan 2023 to Mar 2023
- International Assets Investment Management, LLCJan 2023 to Mar 2023
- NoneOct 2022 to Dec 2022
- Calamar Financial GroupOct 2021 to Sep 2022
- City Different Holdings LPNov 2020 to Apr 2022
- Unemployed/Garden LeaveFeb 2020 to Oct 2020
- Thornburg Investment Management, Inc.Apr 2015 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2014
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Peerless Wealth
Legal name: Peerless Wealth LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 1260221
- 305807