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Javier Jimenez

Copperwynd Financial

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About Javier Jimenez

Javier Jimenez is an investment advisor representative associated with Copperwynd Financial, a registered investment advisor located in Scottsdale, Arizona. Javier has been in the industry since October 2018. Javier holds Series 66, Series 7TO, and SIE licenses. Javier is a Certified Financial Planner. The firm primarily works with high-net-worth individuals and provides portfolio management services for individuals and businesses. Javier specializes in Retirement Planning, College Savings Plans, Estate Planning, and Income Planning.

Firm Information

Javier Jimenez is currently registered with Copperwynd Financial. Copperwynd Financial is an investment advisory firm headquartered in Scottsdale, Arizona. The firm provides a range of services, including portfolio management for individuals, businesses, and pension plans. With a focus on individual investors, the firm manages over $530 million in assets for 1,938 clients. The firm offers educational seminars and participates in wrap fee programs.
Copperwynd Financial

14256 N. NORTHSIGHT BLVD.

SCOTTSDALE, AZ 85260

$530.55M

Assets Under Management

Not reported

Total Clients

6

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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percentage of assets

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

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Javier Jimenez’s Registration & Firm History

AZ

12/01/2021 - Present

Copperwynd Financial (SCOTTSDALE AZ)

AZ

10/20/2020 - 11/12/2021

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

NV

11/21/2018 - 09/09/2020

EDWARD JONES (HENDERSON NV)

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Licenses & Designations

BOTH

Issued 12/12/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/21/2018

Series 7TO - General Securities Representative Examination

BC

Issued 10/29/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Javier Jimenez.
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