Financial Advisor @ Copperwynd Financial (July 2023 - June 2025)
Paraplanner @ Copperwynd Financial (November 2021 - July 2023)
High Net Worth Financial Consultant @ (October 2020 - November 2021)
Financial Advisor @ (February 2019 - September 2020)
Associate @ (September 2018 - June 2019)
Clerk @ (July 2014 - September 2018)
Javier Jimenez Education
University of Nevada-Las Vegas
Bachelor of Science - BS (Finance, General)
2014-2018
Javier Jimenez Skills
Customer Service
Health, Life, Variable Annuities/Variable Life Insurance
Hold Series 7
Leadership
Management
Microsoft Office
SIE
Series 66
Spanish
Javier Jimenez Summary
Javier Jimenez, based in Scottsdale, AZ, US, is currently a Senior Vice President, Senior Wealth Advisor at Lido Advisors, LLC. Javier Jimenez brings experience from previous roles at Copperwynd Financial, Vanguard and Edward Jones. Javier Jimenez holds a 2014 - 2018 Bachelor of Science - BS in Finance, General @ University of Nevada-Las Vegas. With a robust skill set that includes Customer Service, Health, Life, Variable Annuities/Variable Life Insurance, Hold Series 7, Leadership, Management and more. Javier Jimenez has 1 emails and 1 mobile phone numbers on RocketReach.
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