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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edgar? Claim Your ProfileEdgar Javier Jimenez mora is an Investment Advisor Representative at Sovran Advisors, LLC, a firm that provides comprehensive financial planning and asset management services. Edgar has been in the financial services industry for several years. Edgar specializes in providing advice to individuals, corporations, charitable organizations, and pension and profit-sharing plans. Prior to joining Sovran Advisors, Edgar was an Investment Advisor Representative at MML Investors Services, LLC. Edgar has a Series 7, Series 63, Series 65, and SIE license. Edgar is registered to offer investment advice in several states.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
02/27/2024 - Present
Sovran Advisors, LLC (SAN DIEGO CA)
CA
08/11/2022 - 03/05/2024
MML INVESTORS SERVICES, LLC (San Diego CA)
CA
02/07/2022 - 08/09/2022
SECURIAN FINANCIAL SERVICES, INC. (San Diego CA)
CA
07/06/2020 - 01/20/2022
J.P. MORGAN SECURITIES LLC (BISHOP CA)
IA
Issued 02/25/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/06/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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