Unclaimed Profile

Marc Anthony Jimenez

M & A CONSULTING GROUP, LLC·AUSTIN, Texas

Series 6, Series 7, Series 9, Series 10, Series 63, Series 66CFP CFAClean record23 years registeredM & A CONSULTING GROUP, LLC

623 W 38TH STREET, AUSTIN, TX 78705CRD# 3170299Firm CRD# 286078

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marc Anthony Jimenez · AUSTIN, TX

Registration

CRD #3170299 · M & A CONSULTING GROUP, LLC · 23 years registered

Brand Profile

Not yet started

Career History

CAM INVESTOR SOLUTIONS

Jan 2017 – present

KAHLER FINANCIAL GROUP, INC.

Dec 2017 – Feb 2022

Denver, CO

MCLEAN ASSET MANAGEMENT CORP.

Jun 2013 – Jan 2017

Denver, CO

CAMBRIDGE WEALTH COUNSEL

Sep 2012 – Jun 2013

DENVER, CO

DIMENSIONAL FUND ADVISORS LP

Sep 2006 – Sep 2012

AUSTIN, TX

TIAA-CREF ADVICE AND PLANNING SERVICES

Jan 2005 – Apr 2006

DENVER, CO

CHARLES SCHWAB & CO., INC.

Feb 2003 – Oct 2004

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 9

Series 10

Series 63

Series 66

Registration record

First registered · February 5, 2003

Years registered · 23

Professional designations · CFP, CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

M & A CONSULTING GROUP, LLC

CRD 286078 · SEC 801-108801

AUM

$99M

Regulatory assets under management

Employees

390 client accounts

Services offered by M & A CONSULTING GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at M & A CONSULTING GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Marc Anthony Jimenez offer?

Marc Anthony Jimenez specializes in Financial Planning, Investment Management. Contact their office in AUSTIN, Texas for a consultation.

What are Marc Anthony Jimenez's credentials?

Marc Anthony Jimenez holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Marc Anthony Jimenez located?

Marc Anthony Jimenez is based in AUSTIN, Texas, working with M & A CONSULTING GROUP, LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.

How does Marc Anthony Jimenez charge for services?

Marc Anthony 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 M & A CONSULTING GROUP, LLC?

M & A CONSULTING GROUP, LLC has approximately 3 employees and manages $99M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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