Jose Felix Jimenez

Current Employers

Oneascent Financial Services Llc

100 Grandview Place Suite 200, Birmingham, AL 35243 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2026-02-04

MD RA
APPROVED

Since 2026-02-04

Branch Locations

Laurel, MD • United States

100 Grandview Place Suite 200, Birmingham, AL 35243 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Parsonex Securities	Englewood	CO	07/2015	07/2024
Us Navy	Newport	RI	06/2016	Present
Parsonex Advisory Services, Inc	Englewood	CO	06/2020	07/2024
Oneascent Financial Services Llc	Birmingham	AL	07/2024	Present

07/2015 → 07/2024

Parsonex Securities

Englewood, CO
06/2016 → Present

Us Navy

Newport, RI
06/2020 → 07/2024

Parsonex Advisory Services, Inc

Englewood, CO
07/2024 → Present

Oneascent Financial Services Llc

Birmingham, AL

Previous Registrations

2021-01-11 → 2024-07-01

Parsonex Advisory Services, Inc.

Kingsland, GA

Orange, CA

Englewood, CO

Laurel, MD
2020-06-25 → 2020-12-31

Parsonex Advisory Services, Inc.

Orange, CA

Englewood, CO

Other Businesses

US Navy, BATTALION CHAPLAIN, RELIGIOUS NEEDS OF THE SOLIDERS, 200HRS/MO, SALARY, NON INVESTMENT RELATED. Author of Wealth His Way; compensated; not investment related; May 2026

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-09-26
S63	Uniform Securities Agent State Law Examination	2015-07-25

S65 Uniform Investment Adviser Law Examination

2015-09-26
S63 Uniform Securities Agent State Law Examination

2015-07-25

Designations

View on SEC IAPD