Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Brandon Jimenez

West Palm Beach,FL

Summary

Driven individual with a passion for financial planning and helping clients reach their goals. Eager to progress in the financial industry through an entrepreneurial mindset and an exceptional work ethic.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Senior Client Associate

JP Morgan
11.2022 - Current
    • Assisted in the management of client portfolios by monitoring investment holdings, portfolio drift and rebalancing when necessary.
    • Improved efficiency of trade execution through diligent attention to detail and timely communication with brokers.
    • Prepared financial reports including financial plans, proposals and performance reports.
    • Conducted regular reviews of client accounts, identifying areas for improvement or additional support as needed.

Brokerage Assistant

Wells Fargo Advisors
05.2022 - 11.2022
  • Streamlined communication between brokers and clients, ensuring timely execution of trades.
  • Contributed to increased revenue by assisting brokers with the onboarding of new clients.
  • Assisted brokers in preparing materials for client meetings, contributing to successful presentations that showcased investment opportunities.

Private Client Banker & Relationship Banker

JPMorgan Chase
01.2020 - 05.2022
  • Enhanced client satisfaction by providing tailored financial solutions and exceptional service.
  • Built long-lasting relationships with high-net-worth clients, earning their trust and loyalty.
  • Collaborated with banking partners to maximize cross-selling opportunities and drive business growth.
  • Managed a diverse portfolio of accounts, ensuring compliance with banking regulations and policies.

Education

Bachelor of Science - Finance With A Concentration in Financial Planning

Southern New Hampshire University
04.2024

Skills

    • Wealth Management
    • Investment Advice
    • Financial Planning
    • Portfolio Management
    • Banking
      • Retirement Planning
      • Relationship Building and Management
      • Strong communication
      • Problem-solving abilities

Certification

Series 7 - General Securities Representatives

Series 66 - Uniform Combined state law

Series 6 - Investment Company Products/Variable Contracts

CFP - Expected July 2024

Timeline

Senior Client Associate

JP Morgan
11.2022 - Current

Brokerage Assistant

Wells Fargo Advisors
05.2022 - 11.2022

Private Client Banker & Relationship Banker

JPMorgan Chase
01.2020 - 05.2022

Bachelor of Science - Finance With A Concentration in Financial Planning

Southern New Hampshire University

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Brandon Jimenez