# MARC ANTHONY JIMENEZ

MARC ANTHONY JIMENEZ is an investment adviser representative (IAR) with state registration records since 2003, appearing at 7 firms. Currently registered with CAM INVESTOR SOLUTIONS.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [KAHLER FINANCIAL GROUP, INC.](https://search.stillhousedata.com/firm/124042) | 2017-12-07 | 2022-02-15 | — |
| [CAM INVESTOR SOLUTIONS](https://search.stillhousedata.com/firm/286078) | 2017-01-05 | present | Yes |
| [MCLEAN ASSET MANAGEMENT CORPORATION](https://search.stillhousedata.com/firm/108067) | 2013-06-18 | 2017-01-06 | — |
| [CAMBRIDGE WEALTH COUNSEL](https://search.stillhousedata.com/firm/127349) | 2012-09-21 | 2013-06-18 | — |
| [DIMENSIONAL FUND ADVISORS LP](https://search.stillhousedata.com/firm/106482) | 2006-09-15 | 2012-09-21 | — |
| [TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC](https://search.stillhousedata.com/firm/20472) | 2005-01-03 | 2006-04-20 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2003-02-05 | 2004-10-11 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/3170299)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/3170299.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.