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Ignacio Alexandro Jimenez

Cerity Partners LLC

Costa Mesa, CA

New York, NY

CRD 3213748

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Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2013-02-13
TX RA APPROVED 2013-02-13
  • CA RA
    APPROVED
    Since 2013-02-13
  • TX RA
    APPROVED
    Since 2013-02-13

Branch Locations

600 Anton Boulevard Suite 1240, Costa Mesa, CA CALIFORNIA • United States

99 Park Avenue 16Th Floor, New York, NY 10016 • 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
Hpm Partners Llc Costa Mesa CA 11/2012 Present
  • 11/2012 → Present
    Hpm Partners Llc
    Costa Mesa, CA
Previous Registrations
  • 2006-11-16 → 2012-11-16
    Mullintbg Advisors
    Irvine, CA
  • 2006-01-10 → 2007-04-26
    Tbg Advisory Services Corporation
    Los Angeles, CA
  • 2003-02-13 → 2005-07-22
    Securian Financial Services, Inc.
    Newport Beach, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-01-12
  • S66 Uniform Combined State Law Examination
    2000-01-12
Other Names
  • Alex Jimenez

View on SEC IAPD

Nearby Firms

EDELMAN FINANCIAL ENGINES
FIFTH THIRD SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

GERALD LAWRENCE LARR
NICOLE ROXANNE JOKO
ROBERT CHARLES SHIER

Nearby Offices

EDELMAN FINANCIAL ENGINES · COSTA MESA, CA
FIFTH THIRD SECURITIES, INC. · COSTA MESA, CA
AMERIPRISE FINANCIAL SERVICES, LLC · Costa Mesa, CA

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