AdvisorOS Directory
Claim Profile
Unclaimed Profile
NJ

Nancy Josefina Baquero De Jimenez

PORTFOLIO RESOURCES ADVISOR GROUP, INC.·MIAMI, Florida
SIE, Series 27, Series 65, Series 99TOClean record15 years registeredPORTFOLIO RESOURCES ADVISOR GROUP, INC.
800 BRICKELL AVENUE, SUITE 903, MIAMI, FL 33131CRD# 5583492Firm CRD# 144601

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nancy Josefina Baquero De Jimenez · MIAMI, FL
Registration
CRD #5583492 · PORTFOLIO RESOURCES ADVISOR GROUP, INC. · 15 years registered
Brand Profile
Not yet started
01

Career History

PORTFOLIO RESOURCES ADVISOR GROUP, INC.
Dec 2010 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 65
Series 99TO
Registration record
First registered · December 7, 2010
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PORTFOLIO RESOURCES ADVISOR GROUP, INC.
CRD 144601 · SEC 801-111808
AUM
$116M
Regulatory assets under management
Employees
16
362 client accounts
Services offered by PORTFOLIO RESOURCES ADVISOR GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at PORTFOLIO RESOURCES ADVISOR GROUP, INC. →
Introduction

Speak with Nancy

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Nancy is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MIAMI?

Browse all registered financial advisors in MIAMI, Florida or claim this profile if it's yours.

Browse MIAMI AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Nancy Josefina Baquero De Jimenez offer?
Nancy Josefina Baquero De Jimenez specializes in Financial Planning, Investment Management. Contact their office in MIAMI, Florida for a consultation.
What are Nancy Josefina Baquero De Jimenez's credentials?
Nancy Josefina Baquero De Jimenez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nancy Josefina Baquero De Jimenez located?
Nancy Josefina Baquero De Jimenez is based in MIAMI, Florida, working with PORTFOLIO RESOURCES ADVISOR GROUP, INC.. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Nancy Josefina Baquero De Jimenez charge for services?
Nancy Josefina Baquero De Jimenez's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PORTFOLIO RESOURCES ADVISOR GROUP, INC.?
PORTFOLIO RESOURCES ADVISOR GROUP, INC. has approximately 16 employees and manages $116M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at PORTFOLIO RESOURCES ADVISOR GROUP, INC.

Juan Ignacio Sosa
MIAMI, FL
Carmen Elena Brewersosade
MIAMI, FL
Antonio Camejo
MIAMI, FL

More Advisors in MIAMI, Florida

Paul Marshall Swigart
XTELLUS ADVISORS LLC·MIAMI, FL
Victor Hugo Costa
ARBALPHA CAPITAL, LLC·MIAMI, FL
David Michael Kovach
CAPITAL MANAGEMENT INVESTOR SERVICES, INC.·MIAMI, FL
Piergiacomo Rock
AZ APICE CAPITAL MANAGEMENT LLC·MIAMI, FL
Justin Peter Lowe
AVENIR PRIVATE ADVISORS, LLC·MIAMI, FL
Jose Luis Perich
EFG ASSET MANAGEMENT (AMERICAS) CORP.·MIAMI, FL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
TAMPA (204)BOCA RATON (175)CORAL GABLES (130)NAPLES (126)SARASOTA (106)PALM BEACH GARDENS (98)ORLANDO (97)JACKSONVILLE (95)FORT LAUDERDALE (95)ST. PETERSBURG (57)
City Guides
TAMPA GuideBOCA RATON GuideCORAL GABLES GuideNAPLES GuideSARASOTA Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Request removal of this profile