Marc Anthony Jimenez
Investment adviser representative at Cam Investor Solutions
13 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$155.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Cam Investor SolutionsJan 2017 to now
- M&a Consulting, LLCJan 2017 to now
- Kahler Financial Group, IncDec 2017 to Feb 2022
- Mclean Asset Management CorpJun 2013 to Jan 2017
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Cam Investor Solutions
Legal name: M & A Consulting Group, LLC
$155.4MAssets managed
151Clients
2Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3170299
- Firm CRD
- 286078