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
Markets and Economy
US added 64k jobs in November; unemployment rate also increased slightly
December 16, 2025The November jobs report shows 64,000 jobs added, and unemployment ticked up to 4.6%. See what the latest data means for hiring, pay and the Federal Reserve.Read Now
Investing
Shifting mindsets: How geopolitics, trade and tech innovation could redefine investment opportunities
December 15, 2025Recent global events have transformed how countries approach trade and manufacturing. Here’s a look at these changes and how they impact investment markets.Read Now
Wealth Planning
Providing for your loved ones during your lifetime
December 15, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
Family Legacy
6 practices to help you navigate family dynamics during the holidays
December 15, 2025Cultivate deeper family connections with these six key strategies.Read Now
Markets and Economy
Shock absorption: 3 signs the economy is picking up from here
December 12, 2025Thanks to a few “shock absorbers,” we expect the economy to grow steadily after the latest rate cut.Read Now
Markets and Economy
December 2025 Fed meeting recap: Interest rates cut once more, but risks remain on the path to future policy
December 11, 2025The Federal Reserve cut interest rates in December for a third consecutive time. Here’s what the decision, market reaction and updated outlook could mean for investors in 2026.Read Now
Wealth Planning
Planning for separation or divorce
December 11, 2025Make sure to plan for all potential outcomes.Read Now
Family Legacy
Donor-advised funds vs. private foundations: How to choose your giving strategy
December 11, 2025Understanding the options when it comes to charitable giving is key to solidifying a strategy that will help you achieve your philanthropic goals.Read Now
Family Legacy
Your values and hopes: What your loved ones really need to know
December 10, 2025Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read NowMarkets and Economy
US added 64k jobs in November; unemployment rate also increased slightly
December 16, 2025The November jobs report shows 64,000 jobs added, and unemployment ticked up to 4.6%. See what the latest data means for hiring, pay and the Federal Reserve.Read NowInvesting
Shifting mindsets: How geopolitics, trade and tech innovation could redefine investment opportunities
December 15, 2025Recent global events have transformed how countries approach trade and manufacturing. Here’s a look at these changes and how they impact investment markets.Read NowWealth Planning
Providing for your loved ones during your lifetime
December 15, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read NowFamily Legacy
6 practices to help you navigate family dynamics during the holidays
December 15, 2025Cultivate deeper family connections with these six key strategies.Read NowMarkets and Economy
Shock absorption: 3 signs the economy is picking up from here
December 12, 2025Thanks to a few “shock absorbers,” we expect the economy to grow steadily after the latest rate cut.Read NowMarkets and Economy
December 2025 Fed meeting recap: Interest rates cut once more, but risks remain on the path to future policy
December 11, 2025The Federal Reserve cut interest rates in December for a third consecutive time. Here’s what the decision, market reaction and updated outlook could mean for investors in 2026.Read NowWealth Planning
Planning for separation or divorce
December 11, 2025Make sure to plan for all potential outcomes.Read NowFamily Legacy
Donor-advised funds vs. private foundations: How to choose your giving strategy
December 11, 2025Understanding the options when it comes to charitable giving is key to solidifying a strategy that will help you achieve your philanthropic goals.Read NowFamily Legacy
Your values and hopes: What your loved ones really need to know
December 10, 2025Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read Now
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