Brandon Jimenez is a Senior Client Associate with J.P. Morgan Wealth Management.
As a member of The RASL Group, he provides problem solving and operational support for high-net worth individuals and families. Brandon's responsibilities include executing trades, onboarding procedures and preparing financial reports. He recognizes the critical nature of his forward-facing role.
With 7 years of experience in financial services, he began his career in 2016 at J.P. Morgan Chase Bank as an Associate Banker and lastly as a Private Client Banker. He then moved to Wells Fargo Advisors where he gained valuable wealth management experience. He returned to J.P. Morgan in 2022, drawn to the firm's stellar reputation and executional platforms.
He holds FINRA Series 6, 7 and 66 securities licenses.