Javier Jimenez
Investment adviser representative at Lido
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$42.5BFirm 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- LidoJun 2025 to now
- Lido Advisors, LLCJun 2025 to now
- Copperwynd Financial, LLCNov 2021 to Jun 2025
- The Vanguard Group, Inc.Oct 2020 to Nov 2021
- Edward JonesOct 2018 to Sep 2020
- Comcap AdvisoryApr 2018 to May 2018
- University of NevadaJun 2016 to Jul 2018
- 4life ResearchJun 2016 to Apr 2018
- Costco WholesaleMay 2014 to Oct 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 3 states (AZ, CA, TX).
Lido
Legal name: Lido Advisors, LLC
$42.5BAssets managed
13,800Clients
312Advisers
11 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
- 7024316
- Firm CRD
- 269866