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

Quick shot: President Biden bows out of the election – now what?

July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read Now
Outlook

Three big surprises that could drive markets in the second half

July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read Now
Markets

What’s driving the rotation into small-cap stocks?

July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.