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

Investing

Don’t sell America – bet on it

July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read Now
Outlook

June 2025 CPI report: Tariffs are having an impact on consumer prices

July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read Now
Fraud

How to protect yourself from debit card fraud

July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read Now
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