JAMES A. JIMENEZ

JAMES A. JIMENEZ of SAN JOSE, CA is an SEC-registered investment adviser (CRD 136200). Regulatory assets under management: $4.8M.

Registration

• CRD: 136200
• Type: Registered investment adviser
• Location: 2845 MOORPARK AVENUE, SAN JOSE, CA, 95128-3158
• Phone: 408-244-7574
• Latest filing: 2026-03-25
• Regulatory AUM: $4.8M
• Non-discretionary AUM: $4.8M
• Clients: 1
• Accounts: 1

Business model

Compensation: % of AUM.

Clients served: Charities.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 136200 on SEC IAPD (source of record)
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