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Joe Alfredo Jimenez

Wealthcare Advisory Partners LLC

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About Joe Alfredo Jimenez

Joe Alfredo Jimenez is a financial advisor with Wealthcare Advisory Partners LLC. Joe has been a registered investment advisor representative since March 29, 2024. He has a Series 65 license. Joe is active in the investment industry and has experience in providing financial planning and portfolio management services. Joe specializes in providing services for high net worth individuals, pension and profit sharing plans, corporations and other businesses, individuals other than high net worth and charitable organizations. He has a history of working in various roles in the financial services industry. Joe is also a range safety officer at the Lincoln Rifle Club and Junior Division Inc.

Firm Information

Joe Jimenez is currently registered with Wealthcare Advisory Partners LLC. Wealthcare Advisory Partners LLC is a registered investment advisor based in West Chester, PA. They manage over $4.5 billion in assets for a wide range of clients, including individuals, high-net-worth individuals, corporations, charities, and pension plans. Their services include financial planning, portfolio management, and selection of other advisors. They participate in wrap fee programs.
Wealthcare Advisory Partners LLC

1065 ANDREW DRIVE

WEST CHESTER, PA 19380

$4.54B

Assets Under Management

Not reported

Total Clients

128

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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Joe Jimenez’s Registration & Firm History

CA

03/29/2024 - Present

Wealthcare Advisory Partners LLC (ROSEVILLE CA)

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Licenses & Designations

IA

Issued 03/29/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joe Alfredo Jimenez.
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