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Javier Rivera Jimenez

Firmo Investment Consulting Services

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About Javier Rivera Jimenez

Javier Jimenez Rivera is a financial advisor with over 20 years of experience in the financial services industry. Javier currently works for Firmo Investment Consulting Services. Javier specializes in portfolio management for individuals and financial planning. Javier has a Series 7 and Series 31 license and is a registered investment advisor in California, Texas and Utah. Javier is also a co-pastor at New Life Christian Center and is an insurance agent.

Firm Information

Javier Jimenez is currently registered with Firmo Investment Consulting Services. Firmo Investment Consulting Services is an investment advisor based in the United States, with 1 licensed agent and 1 investment advisor representative. They manage approximately $4.1 million in client assets. Their primary focus is on financial planning and portfolio management for individuals and high-net-worth individuals. The firm also assists clients with the selection of other advisors.

$4.10M

Assets Under Management

1

Total Clients

1

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 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

CA

01/04/2023 - Present

Firmo Investment Consulting Services (PASADENA CA)

CA

03/31/2009 - 04/30/2009

FINANCIAL ADVISERS OF AMERICA, LLC (CARLSBAD CA)

CA

12/16/1998 - 10/24/2008

WEDBUSH MORGAN SECURITIES INC. (LOS ANGELES CA)

NY

04/03/1998 - 12/17/1998

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 11/26/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/09/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/15/1998

Series 31 - Futures Managed Funds Examination

BC

Issued 04/02/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Javier Rivera Jimenez. Review regulatory record here.
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