Jose maria Minoru Jimenez
Investment adviser representative at Cetera Investment Advisers LLC
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$256.8BFirm 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
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Next Step Roofing & Contracting LLCJun 2024 to now
- Cetera Advisors LLCSep 2022 to now
- Cetera Investment Advisers LLCNov 2020 to now
- First Allied Advisory Services, Inc.Feb 2020 to Nov 2020
- First Allied Securities, Inc.Jan 2020 to Sep 2022
- Edward JonesNov 2007 to Nov 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (HI).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 5452535
- Firm CRD
- 105644