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Benjamin Charles Jimerson

Sunbelt Securities, Inc.

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About Benjamin Charles Jimerson

Benjamin Charles Jimerson is a financial professional with Sunbelt Securities, Inc. located in Dallas, Texas. Benjamin has been in the financial industry for over 3 months and holds the Series 7TO and SIE licenses. Benjamin's areas of expertise include **financial planning**, **portfolio management for businesses**, **portfolio management for individuals**, and **selection of other advisors**. Benjamin is committed to providing personalized financial guidance and helping clients achieve their financial goals.

Firm Information

Benjamin Jimerson is currently registered with Sunbelt Securities, Inc.. Sunbelt Securities, Inc. is a corporation headquartered in Houston, Texas, that provides investment advisory services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. They offer portfolio management, financial planning, and selection of other advisors. The firm is registered with the SEC and has a total of $1.91 billion in regulatory assets under management.
Sunbelt Securities, Inc.

2700 POST OAK BLVD STE 1700

HOUSTON, TX 77056

$1.91B

Assets Under Management

1

Total Clients

80

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Benjamin Jimerson’s Registration & Firm History

TX

06/29/2024 - Present

Sunbelt Securities, Inc. (Dallas TX)

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Licenses & Designations

BC

Issued 06/28/2024

Series 7TO - General Securities Representative Examination

BC

Issued 03/01/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Benjamin Charles Jimerson.
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