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Cristina Marie Jimenez

Aurora Wealth Advisors

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About Cristina Marie Jimenez

Cristina Jimenez is a financial advisor with Aurora Wealth Advisors, a Registered Investment Advisor based in San Diego, CA. Cristina has been in the financial industry since January 12, 2015, and is licensed to provide financial advice in the state of California. Cristina works with clients who are individuals, high net worth individuals and businesses. Cristina Jimenez offers a range of financial advisory services including financial planning, portfolio management and pension consulting.

Firm Information

Cristina Jimenez is currently registered with Aurora Wealth Advisors. Aurora Wealth Advisors is an investment advisory firm based in San Diego, California. They specialize in providing financial planning, pension consulting, and portfolio management services for individuals and businesses. The firm manages approximately $184.4 million in assets for 1,173 clients, including high-net-worth individuals and other individuals.
Aurora Wealth Advisors

9915 MIRA MESA BOULEVARD

SAN DIEGO, CA 92131

$184.39M

Assets Under Management

11

Total Clients

2

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Cristina Jimenez’s Registration & Firm History

CA

01/16/2023 - Present

Aurora Wealth Advisors (SAN DIEGO CA)

CA

04/30/2020 - 01/18/2023

AMERIPRISE FINANCIAL SERVICES, LLC (PASADENA CA)

CA

10/13/2014 - 01/28/2020

AMERIPRISE FINANCIAL SERVICES, INC. (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 07/10/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/13/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cristina Marie Jimenez.
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