Juan J Jimenez
Investment adviser representative at Raymond James & Associates, Inc.
10 yearsExperience
1 stateRegistered in
$501BFirm assets
51 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 assetsHourlyFixed or flat feeCommissions
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
10 years in the industry.
- Raymond James & Associates, Inc.Oct 2025 to now
- Tbd LLCMay 2024 to Feb 2025
- J.P. Morgan Securities LLCAug 2021 to Jul 2025
- JPMorgan Chase Bank, N.A.Aug 2021 to Jun 2025
- Maverick Collaborations LLCMar 2021 to Feb 2025
- Morgan StanleyJan 2019 to Jul 2021
- Wells Fargo Bank, N.A,Nov 2016 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (FL).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 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
- 7048162
- Firm CRD
- 705