Michael Jimenez

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 11/2013 → 09/2017
  Mass Mutual
  San Antonio, TX
• 02/2014 → 09/2017
  Mml Investors Services
  San Antonio, TX
• 09/2017 → 01/2022
  Lincoln Financial Securities Corporation
  Hayesville, NC
• 01/2022 → 02/2024
  Lpl Financial Llc
  San Antonio, TX
• 02/2024 → 01/2025
  Lincoln Financial Securities
  San Antonio, TX
• 01/2025 → Present
  Osaic Wealth, Inc.
  San Antonio, TX

Previous Registrations

• 2024-02-05 → 2025-01-24
  Osaic Fs, Inc.
  San Antonio, TX
  San Antonio, TX
• 2022-01-28 → 2024-02-07
  Lpl Financial Llc
  Austin, TX
  San Antonio, TX
  San Antonio, TX
• 2017-09-08 → 2022-01-28
  Osaic Fs, Inc.
  San Antonio, TX
• 2016-09-01 → 2017-09-11
  Mml Investors Services, Llc
  San Antonio, TX
• 2006-11-03 → 2008-02-13
  Usaa Financial Planning Services
  San Antonio, TX
• 2005-09-14 → 2006-11-01
  First Command Brokerage Services, Inc.
  San Antonio, TX
  San Antonio, TX

Other Businesses

1) MICHAEL JIMENEZ/RDK ADVISORS 1007 RANCH FALLS SAN ANTONIO, TX CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER DISABILITY AND TRADITIONAL LIFE INSURANCE; FIXED AND INDEXED ANNUITIES START DATE: 2/2024 HOURS PER MONTH: 60 HOURS PER MONTH DURING TRADING HOURS: 60 2) MICHAEL JIMENEZ/SABOA 102 RIVER MEADOW CASTROVILLE, TX CATEGORY: SPORTS OFFICIAL INVESTMENT RELATED: NO TITLE: REFEREE DUTIES: REFEREE HIGH SCHOOL AND MIDDLE SCHOOL BASKETBALL GAMES START DATE: 2/2024 HOURS PER MONTH: 6 HOURS PER MONTH DURING TRADING HOURS: 0 3) MICHAEL JIMENEZ/RDK ADVISORS 1007 RANCH FALLS SAN ANTONIO, TX CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER TRADITIONAL LIFE INSURANCE AND PREMIUM FINANCING START DATE: 2/2024 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 4) MICHAEL JIMENEZ 1007 RANCH FALLS SAN ANTONIO, TX CATEGORY: MEDIA INVESTMENT RELATED: NO TITLE: MEDIA PODCAST HOST DUTIES: HOST DAILY PODCAST ON SPORTS AND POP CULTURE START DATE: 2/2024 HOURS PER MONTH: 20 HOURS PER MONTH DURING TRADING HOURS: 20 5)PROPERTY AND CASUALTY SALES POSITION: Agent NATURE: I would like to sell auto and homeowners insurance. I am licensed to do so in Texas. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/07/2025 ADDRESS: 2425 W Bramlet Drive, Conroe TX 77304, United States DESCRIPTION: Sell auto and homeowners insurance through my friend's independent agency 6) MICHAEL JIMENEZ, INSURANCE POSITION: Agent NATURE: I sell fixed life insurance and disability products. I also sell fixed annuities. INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 02/05/2024 ADDRESS: 1172 Clonmore Court, Conroe TX 77304, United States DESCRIPTION: I sell fixed life insurance, long term disability and fixed annuities products after conducting a needs analysis. 7) MICHAEL JIMENEZ, PREM FINANCING POSITION: Agent NATURE: I sell and serve as a manager for premium financed life insurance policies. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/05/2024 ADDRESS: 1172 Clonmore Court, Conroe TX 77304, United States DESCRIPTION: I sell premium financed life insurance policies using Indexed Universal Life policies. I also help advisors find banking solutions for these premium financed cases.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-09
• S63 Uniform Securities Agent State Law Examination
  2005-06-16