Stephen
Jimenez
Peerless Wealth
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About this Advisor
Stephen Jimenez is a financial advisor based in Columbus, Ohio, working with Peerless Wealth. Stephen has previously held positions at Thornburg Investment Management, Inc, Unemployed/Garden Leave, City Different Holdings Lp, Calamar Financial Group, International Assets Advisory, LLC, International Assets Investment Management, LLC, Bradley Woods & Co. LTD, The New Amsterdam Group LLC, Peerless Wealth, LLC, Peerless Etfs, LLC, and Gore Range Capital. Stephen has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Ohio and Texas. Currently, Stephen is part of Peerless Wealth, which operates out of Columbus, Ohio. The firm has 3 employees and manages assets totaling $102.2 million. Peerless Wealth serves high-net-worth clients and offers services such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, pension consulting services, and selection of other advisers. The fee structure at Peerless Wealth includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Peerless Wealth Brokerage Details
$102,228,000
3
404
$253,040
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Pension consulting services
- Selection of other advisers
Stephen Jimenez Work History
Peerless Wealth, LLC
Peerless Etfs, LLC
Gore Range Capital
None
Bradley Woods & Co. LTD
The New Amsterdam Group LLC
International Assets Advisory, LLC
International Assets Investment Management, LLC
Calamar Financial Group
None
None
Calamar Financial Group
Unemployed/Garden Leave
City Different Holdings Lp
Thornburg Investment Management, Inc
Disclosures
Please visit the SEC profile of Stephen Jimenez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Peerless Wealth
Columbus, OH
Spring, TX
Powell, OH
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