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Eric Jimenez

Corient

Morristown, NJ

CRD 7925993

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Employer firm

Corient CRD 319448

$165B regulatory AUM 506 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-08-14
TX RA APPROVED 2026-08-13
  • NJ RA
    APPROVED
    Since 2026-08-14
  • TX RA
    APPROVED
    Since 2026-08-13

Branch Locations

60 Columbia Rd, Morristown, NJ 07960 • 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
OrganizationCityStateFromTo
Corient Morristown NJ 08/2026 Present
Summit Financial, Llc Parsippany NJ 04/2023 07/2026
First Republic Bank New York NY 11/2022 04/2023
Summit Financial, Llc Parsippany NJ 05/2019 11/2022
William Peterson University Wayne NJ 01/2016 06/2019
  • 08/2026 → Present
    Corient
    Morristown, NJ
  • 04/2023 → 07/2026
    Summit Financial, Llc
    Parsippany, NJ
  • 11/2022 → 04/2023
    First Republic Bank
    New York, NY
  • 05/2019 → 11/2022
    Summit Financial, Llc
    Parsippany, NJ
  • 01/2016 → 06/2019
    William Peterson University
    Wayne , NJ
Designations
  • Certified Financial Planner

View on SEC IAPD

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