Edgar Javier Jimenez Mora

Employer firm

Sovran Advisors, LLC CRD 329415

$1.87B regulatory AUM 69 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2018 → 01/2022
  Jpmorgan Chase Bank, N.A.
  Bishop, CA
• 02/2020 → 01/2022
  J.P. Morgan Securities Llc
  Bishop, CA
• 10/2017 → 07/2018
  Royale: Cocktails And Burgers
  San Diego, CA
• 01/2005 → 03/2020
  El Ranchito
  Bishop, CA
• 05/2018 → Present
  El Ranchito
  Bishop, CA
• 02/2022 → 08/2022
  North Star Resource Group
  San Diego, CA
• 02/2022 → 08/2022
  Minnesota Life Insurance Co
  San Diego, CA
• 02/2022 → 08/2022
  Securian Financial Services Inc
  San Diego, CA
• 08/2022 → 02/2024
  Massmutual Life Insurance Company
  San Diego, CA
• 08/2022 → 02/2024
  Mml Investors Services, Llc
  San Diego, CA
• 02/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 02/2024 → Present
  Sovran Advisors Llc - Crd 329415
  San Diego, CA
• 08/2023 → Present
  Mora Administrative Management
  San Diego, CA

Previous Registrations

• 2022-08-24 → 2024-03-05
  Mml Investors Services, Llc
  San Diego, CA
• 2022-04-08 → 2022-08-09
  Securian Financial Services, Inc.
  San Diego, CA

Other Businesses

1. NAME OF OTHER BUSINESS: SOVRAN ADVISORS LLC - CRD 329415 INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR REPRESENTATIVE START DATE: 02/2024 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND ASSET MANAGEMENT 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 12/2020 APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 15 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 3. NAME OF OTHER BUSINESS: EL RANCHITO INVESTMENT RELATED: NO ADDRESS: 281 N MAIN STREET BISHOP, CA 93514 NATURE OF BUSINESS: RESTAURANT START DATE: 05/2018 POSITION/TITLE/RELATIONSHIP: GENERAL MANAGER APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: EL RANCHITO IS FAMILY RESTAURANT, MY MAIN ROLE AND RESPONSABILITIES ARE TO MANAGE BUSINESS COSTS, ANALYZE BUSINESS PERFORMANCE 4. NAME OF OTHER BUSINESS: MORA ADMINISTRATIVE MANAGEMENT INVESTMENT RELATED: NO ADDRESS: 3766 SWIFT AVENUE APT 12 SAN DIEGO, CA 92104 NATURE OF BUSINESS: START DATE: 08/2023 POSITION/TITLE/RELATIONSHIP: STREAMLINE BUSINESS PROCESSES AND PERFORMANCES. APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: OPERATIONAL ASSESSMENT: EVALUATION PRACTICES AND OFFER PROCESSES FOR IMPROVEMENT. ANALYZE UNIQUE BUSINESS NEEDS, STREAMLINE OPERATIONS AND ENHANCE PRODUCTIVITY. 5. NAME OF OTHER BUSINESS: FINANCIAL HAUS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 02/2022 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: PROVIDE COMPREHENSIVE FINANCIAL PLANNING, INVESTMENT AND INSURANCE ADVICE TO CLIENTS. 6. NAME OF OTHER BUSINESS: BNI ALL STARS; INVESTMENT RELATED: NO; ADDRESS: 2640 FINANCIAL CT, SUITE B, SAN DIEGO, CA 92117; NATURE OF BUSINESS: BOARD; START DATE: 10/2025; POSITION/TITLE/RELATIONSHIP: SECRETARY / TREASURER; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: COORDINATE THE VISITOR HOST TEAM TO ENSURE GUESTS HAVE A WELCOMING EXPERIENCE & MANAGE FINANCES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-02-25
• S63 Uniform Securities Agent State Law Examination
  2020-07-17

Other Names

• Edgar Javier Jimenez
• Edgar Javier Mora
• Edgar J Jimenez
• Edgar J Mora
• Edgar Jimenez
• Edgar Mora
• Edgar Jimenez Mora
• Edgar Javier Jimenez Mora
• Edgar Javier Jimenezmora