Sergio Alejandro Jimenez

Financial advisor at J.P. Morgan Securities LLC

Last updated 2026-10-10

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Sergio Alejandro Jimenez is a financial advisor at J.P. Morgan Securities LLC, CRD 7630142. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2023-10-13.

Registration

CRD number
7630142
Registration status
Active
IAPD registration
2023-10-13
Industry Experience
2 years
Work Experience
10 years
States registered
TX

Licenses and exams

  • Series 63
  • Series 66

Work history

  • 2022-09 to 2023-05 · Equitable Advisors LLC · New York, NY
  • 2020-01 to 2023-10 · Walgreens Pharmacy · San Antonio, TX
  • 2019-06 to 2019-06 · Home Depot · San Angelo, TX
  • 2016-08 to 2019-09 · McDonalds · Eagle Pass, TX
  • 2023-09 to 2023-12 · Edward Jones · St. Louis, MO
  • 2017-08 to 2018-08 · Wal-Mart · Eagle Pass, TX
  • 2024-03 to Present · J.P. Morgan Securities LLC · San Antonio, TX
  • 2019-10 to 2019-12 · Unemployed · Eagle Pass, TX
  • 2024-01 to 2024-02 · Unemployed · San Antonio, TX

Current employment

SEC IAPD record for Sergio Alejandro Jimenez

J.P. Morgan Securities LLC

Regulatory AUM
$429,694,491,042
Registered advisors
14,334
Offices
5,886
Clients per advisor
87.0 (Moderate)
Average AUM per client
$344.7K (Low)
High-net-worth client ratio
28.6% (Moderate)

J.P. Morgan Securities LLC: advisors, services and reported ETF investments

About

Sergio Alejandro Jimenez is a financial advisor at J.P. Morgan Securities LLC. Reported securities licenses include Series 63 and Series 66. The latest record indicates 2 years of industry experience and 10 years of reported work history. Reported roles include Unemployed, Edward Jones, Walgreens Pharmacy, Equitable Advisors LLC, among others.

J.P. Morgan Securities LLC's firm-level Form ADV reports 14,334 advisors across 5,886 offices; approximately 87.0 clients per advisor, average assets per client of $344,680, and regulatory AUM of $429.7B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Insurance companies, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

What this firm offers

Filed by J.P. Morgan Securities LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Other

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Futures Commission Merchant
  • Insurance Broker or Agent
  • Registered Security-Based Swap Dealer
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Security-Based Swap Dealer
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Real Estate Broker or Dealer
  • Sponsor or Syndicator of Limited Partners
  • Sponsor or GP of Pooled Investment Vehicl

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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