Andres Jimenez

Financial Advisor @Edward Jones

Portland, OR, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2019 — Present

Financial Advisor @Edward Jones

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As a Financial Advisor I pride myself on truly understanding what is important to my clients by getting to know them and their financial goals. Together we partner to create a customized and tailored strategy using our well established process and tools then continue working together as new goals and needs arise. I advise clients on subjects such as investments, taxes, estate considerations, college savings accounts, insurance and of course retirement planning.

EDUCATION

2006 — 2009

Portland State University

Bachelor's degree, Philosophy

ABOUT ANDRES JIMENEZ

With over 4.5 years of experience as a Financial Advisor at Edward Jones, I partner with…

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