
Victor JimenezVictor JimenezClient Associate
About Victor
Victor Jimenez has over 10 years of experience in the finance industry and is currently a Client Associate at J.P. Morgan Wealth Management.
Victor plays an integral role with the team, working closely with clients to make sure their daily cash and banking needs are met, while overseeing the operations for The Fournier Group. For example, as the year-end nears, Victor will actively reach out to clients to make sure they take their Required Minimum Distributions, and work with them to optimize this process. He also oversees the daily ACH and Wiring activities, and works to obtain financing for clients.
Victor holds his Series 7 and 66 securities licenses. He graduated from Cal State L.A. with a bachelor's degree in Finance. When not working, Victor is an active participant with the LAUP (Los Angeles Universal Quality Preschool) Program. In addition, he enjoys playing racquetball and softball.
Insights

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May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
Where to invest cash to boost its yield
May 30, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
How parents can create financially independent adults
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May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read Now
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May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read Now
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May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
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May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
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