Manuel Jimenez

Current Employers

Employment History

• 08/2006 → 02/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charleston, SC
• 02/2017 → 07/2023
  Bb&T Securities
  Mount Pleasant, SC
• 02/2021 → 07/2023
  Truist Investment Services, Inc.
  Mt. Pleasant, SC
• 02/2021 → 07/2023
  Truist Advisory Services, Inc.
  Mt. Pleasant, SC
• 07/2023 → Present
  Raymond James Financial Services, Inc.
  Mt. Pleasant, SC
• 07/2023 → Present
  Raymond James Financial Services Advisors, Inc.
  Mt. Pleasant, SC
• 07/2023 → Present
  Pinnacle Bank/Pinnacle Financial Partners
  Mount Pleasant, SC

Previous Registrations

• 2021-02-17 → 2023-07-12
  Truist Advisory Services, Inc.
  Mt. Pleasant, SC
• 2017-02-27 → 2021-02-17
  Bb&T Securities, Llc
  Mt. Pleasant, SC
  Richmond, VA
• 2006-08-15 → 2017-02-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mount Pleasant, SC
• 1999-11-10 → 2006-08-25
  Ubs Financial Services Inc.
  Mt. Pleasant, SC
  Mt Pleasant, SC

Other Businesses

(1)Name of Business: CMJ Properties, LLC Address: 9162 Lottie Pope Road, Edisto Island, SC, 29438, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 05/15/1996 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Hold and collect rental income from properties owned by CMJ. (2)Name of Business: Crescent Palm Group Address: 534 Johnnie Dodds Blvd Ste 300, Mount Pleasant, SC, 29464-3029, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/12/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor - build relationships with Pinnacle partners, seek prospects for bank and PAM offerings, meet with clients to discuss financial goals and objectives, manage client investment accounts. (3)Name of Business: Pinnacle Asset Management Address: 534 Johnnie Dodds Blvd Ste 300, Mount Pleasant, SC, 29464-3029, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/12/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor - build relationships with Pinnacle partners, seek prospects for bank and PAM offerings, meet with clients to discuss financial goals and objectives, manage client investment accounts.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-04
• S63 Uniform Securities Agent State Law Examination
  1986-09-26

Other Names

• Manny Jimenez
• Manuel Jimenez
• Manuel Iv Jimenez