Aries Abueg 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

• 07/2015 → Present
  San Diego Wealth Management, Llc
  San Diego, CA
• 07/2015 → 09/2023
  Sagepoint Financial Advisors
  Phoenix, AZ
• 09/2023 → Present
  Osaic Wealth, Inc.
  San Diego, CA

Previous Registrations

• 2020-05-11 → 2023-09-01
  Osaic Services, Inc.
  San Diego, CA
• 2013-01-10 → 2021-09-01
  San Diego Wealth Management, Llc
  San Diego, CA

Other Businesses

1) HEALTH WEALTH AND THE PURSUIT OF HAPPINESS PODCAST POSITION: Contributor NATURE: N/A - This is a podcast INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 06/21/2019 ADDRESS: 6390 Greenwich Drive, Suite 215, San Diego CA 92122, United States DESCRIPTION: Research content and record podcast episodes 2) REAL LIFE REAL FREEDOM POSITION: Contributor NATURE: N/A - This is a podcast INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 06/04/2021 ADDRESS: 6390 Greenwich Drive, Suite 215, San Diego CA 92122, United States DESCRIPTION: Research content and record podcast episodes 3) SAN DIEGO WEALTH MANAGEMENT POSITION: Financial Life Planner NATURE: Limited Liability Company INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 80 START DATE: 07/30/2012 ADDRESS: 6390 Greenwich Drive, Suite 215, San Diego CA 92122, United States DESCRIPTION: Financial Planning through the broker-dealer RIA 4) ARIES A. JIMENEZ POSITION: Real Estate Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/02/2016 ADDRESS: 2080 Paseo Levanten, Chula Vista CA 91913, United States DESCRIPTION: Refer homebuyers buyers to other real estate agents. 5) EASTLAKE CHURCH POSITION: Elder Board Member NATURE: 501(c)(3) Non-Profit Organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 990 Lane Avenue, Chula Vista CA 91914, United States DESCRIPTION: Responsible for the spiritual well-being of the church. Participate in decision-making processes, such as establishing the church's vision and direction. Oversee the church as a spiritual manager and caretaker. Determine church policy. Provide guidance and council to the lead pastor. 6) MONEY QUOTIENT POSITION: Advisory Board Member NATURE: 501(c)(3) Non-Profit Organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2025 ADDRESS: 1045 NE Oneonta Street, Portland OR 97211, United States DESCRIPTION: Evaluate and provide feedback as to how well the organization is delivering on their mission and to advise on how they can increase their effectiveness in that regard. 7) INSPIRED LEGACY HOLDINGS, LLC POSITION: President NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2026 ADDRESS: 2080 Paseo Levanten, Chula Vista CA 91913, United States DESCRIPTION: Manage the financial profits of the company as a holding company.

Exams

• S66 Uniform Combined State Law Examination
  2012-07-30

Designations

• Certified Financial Planner