Sergio Jimenez-Gudino

Current Employers

Employment History

• 09/2015 → 12/2019
  New York Life Insurance Co
  Addison, TX
• 10/2017 → 05/2020
  Eagle Strategies Llc
  Addison, TX
• 05/2020 → 03/2021
  Animus Wealth Management, Llc
  San Antonio, TX
• 05/2020 → 09/2024
  Jimenez Wealth Legal Advisors Pc
  San Antonio, TX
• 03/2021 → 10/2023
  Sequent Planning, Llc
  San Antonio, TX
• 10/2023 → 09/2024
  Dominion Capital Llc
  San Antonio, TX
• 01/2020 → 09/2024
  Multiple Carriers
  San Antonio, TX
• 09/2024 → 10/2024
  Guardian Life Insurance
  San Diego, CA
• 09/2024 → 10/2024
  Park Avenue Securities
  San Diego, CA
• 10/2024 → Present
  Guardian Life Insurance
  San Antonio, TX
• 10/2024 → Present
  Park Avenue Securities
  San Antonio, TX

Previous Registrations

• 2023-11-21 → 2024-11-09
  Dominion Capital Llc
  San Antonio, TX
• 2021-03-31 → 2023-10-24
  Sequent Planning, Llc
  Omaha, NE
  San Antonio, TX
• 2020-05-29 → 2021-03-24
  Animus Wealth Management, Llc.
  Los Angeles, CA
  San Antonio, TX
  Mcallen, TX
• 2017-10-26 → 2020-05-19
  Eagle Strategies Llc
  Addison, TX
• 2013-06-17 → 2015-11-07
  Transamerica Financial Advisors, Llc
  Modesto, CA
• 2012-01-06 → 2012-05-17
  Transamerica Financial Advisors, Llc
  Philadelphia, PA
• 2011-06-13 → 2012-01-06
  Investment Advisors International, Inc.
  Modesto, CA
• 2008-10-14 → 2010-02-04
  Investment Advisors International, Inc.
  Modesto, CA
• 2008-01-24 → 2008-09-17
  Transamerica Financial Advisors, Llc
  Ceres, CA
  Ceres, CA
  Gold River, CA
• 2006-08-15 → 2008-02-20
  Investment Advisors International, Inc.
  Modesto, CA

Other Businesses

1) Grupo JMX Consulting SRL de CV; Mexican corporation that employes my employees in Mexico that service the law firm. Also DBA in Mexico is Jimenez Wealth MX. It is a legal entity to provide payroll to my mexican employees. Employees have two roles. (1) Act as US paralegals for US Clients, including initial drafting of documents; (2) Drafting of documents for Mexico clients that want to create Mexico companies.; not investment related; 44600 Guadalajara Jalisco, Mexico; 07/01/2023; 1 hr 2) Jimenez Wealth Legal Advisors, PC: Law firm. Taxation, business, estate planning, Not investment-related, 1558 Crescent Glen. San Antonio, TX 78258, Law Office, Owner/Attorney, 05/2020, 24 hrs/month 3) Jimenez Wealth Multi Family Offices LLC. Current DBA for RIA services. Business consulting. 4)Dominiion Capital LLC; Registered Investment Advisor. 100% owner.; yes investment related; 8620 N New Braunfels Ave Suite 400 San Antonio TX 78217; 0 hrs 5)Insurance Brokerage; insurance broker/agent with various life insurance companies; yes investment related; 8620 N New Braunfels Ave #400 San Antonio TX 78217; 3 hrs 6) JFB holding LLC, holding company for personal managed accounts and future rental real estate purchases, Start date: 4/25/2022, Address: 30 N Gould St. Ste R, Sheridian, WY, 82801, 0 hrs/month, 0 hrs during trading, Not investment related, No compensation. 7) Jimenez Forkins Sims LLP - Law firm for business, tax, estate planning, asset protection, Start Date: 12/23/2024, Address: 5280 Carroll Canyon Rd., Suite 201, San Diego, CA 92121 80 hours/month, 30 hours during trading, Not investment related, 76-100% of total annual compensation.

Exams

• S63 Uniform Securities Agent State Law Examination
  2013-07-01
• S65 Uniform Investment Adviser Law Examination
  2006-01-25

Designations

Other Names

• Sergio Jimenez-Gudino
• Sergio Jimenez
• Sergio Gudino Jimenez
• Sergio Jimenez