Andres Jimenez Email & Phone Number | With over 4.5 years of experience as a Financial Advisor at Edward Jones, I partner with my clients to understand their financial needs and goals, and create customized and tailored strategies using our well-established process and tools. I advise clients on subjects such as investments, taxes, estate considerations, college savings accounts, insurance, and of course retirement planning. Before joining Edward Jones, I worked as a Premier Banker and a Branch Manager at Wells Fargo for over 8 years, where I gained in-depth knowledge and skills in banking, credit, mortgage lending, and customer service. I also obtained the FINRA Series 7, 66, and State Life Insurance licenses, which enable me to offer a wide range of products and solutions to my clients. I am passionate about helping people achieve their financial dreams and aspirations, and I always work with ethics, integrity, and diversity.

Andres Jimenez

With over 4.5 years of experience as a Financial Advisor at Edward Jones, I partner with my clients...
Portland, Oregon, United States

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Andres Jimenez’s Location Portland, Oregon, United States

Andres Jimenez’s Current Industry Edward Jones

Andres Jimenez’s Prior Industry Wells Fargo | The Old Spaghetti Factory

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Financial Advisor

2019-04-01 00:00:00 - Present

Premier Banker

2017-01-01 00:00:00 - 2019-01-01 00:00:00

Server/ Trainer

2004-06-01 00:00:00 - 2009-06-01 00:00:00

No Skills Available

No Languages Available

Andres Jimenez is a With over 4.5 years of experience as a Financial Advisor at Edward Jones, I partner with my clients to understand their financial needs and goals, and create customized and tailored strategies using our well-established process and tools. I advise clients on subjects such as investments, taxes, estate considerations, college savings accounts, insurance, and of course retirement planning. Before joining Edward Jones, I worked as a Premier Banker and a Branch Manager at Wells Fargo for over 8 years, where I gained in-depth knowledge and skills in banking, credit, mortgage lending, and customer service. I also obtained the FINRA Series 7, 66, and State Life Insurance licenses, which enable me to offer a wide range of products and solutions to my clients. I am passionate about helping people achieve their financial dreams and aspirations, and I always work with ethics, integrity, and diversity.