Matthew Jimenez
Investment adviser representative at TD Private Client Wealth LLC
11 yearsExperience
15 statesRegistered in
$8.6BFirm assets
13 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
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
11 years in the industry.
- TD Private Client Wealth LLCJul 2021 to now
- TD Bank N.A.Jul 2021 to now
- Morgan Stanley Private Bank, N.AJan 2021 to Jul 2021
- Morgan StanleyJun 2020 to Jul 2021
- Royal Alliance Associates, Inc.Nov 2018 to May 2020
- Sii / John Hancock Financial NetworkOct 2017 to Nov 2018
- UnemployedJun 2017 to Oct 2017
- LPL Financial, LLCMay 2016 to Jun 2017
- Flaharty Asset Management, LLCSep 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 15 states (CA, FL, GA, MA, MI, NC, NH, NJ, NY, OR, RI, SC, TX, VA, WA).
TD Private Client Wealth LLC
$8.6BAssets managed
25,685Clients
530Advisers
13 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
- 6546023
- Firm CRD
- 164484