A complete list of active advisors currently associated with Firmo Investment Consulting Services

Warmer can help you find a great advisor at Firmo Investment Consulting Services or one who fits your needs even better.

Firmo Investment Consulting Services provides discretionary asset management and financial planning and consulting to individuals, trusts, estates and business entities. Services include ongoing portfolio management, retirement and legacy planning, cash-flow and tax-efficiency analysis, and implementation support; the firm may engage third‑party sub‑advisors to manage all or part of client portfolios. Investment programs are tailored to each client’s stated goals, time horizon and risk tolerance and rely on a mix of fundamental, technical and cyclical analysis; the firm uses discretionary authority to implement allocations and conducts periodic (generally quarterly) account reviews with rebalancing and tax‑loss harvesting as appropriate. Portfolios may include long‑term holdings and trading strategies, and the firm documents client‑imposed restrictions and reports account activity through custodian statements. The firm’s brochure discloses several features that differ from many peers: it reported an arbitration award and a subsequent FINRA suspension and fine related to discretionary trading without prior written authorization, and it discloses the principal’s licensed insurance activity through which separate commissions may be earned (with conflicts mitigated by disclosure and procedures). The firm also may permit borrowing/margin in client accounts and may hire sub‑advisors to implement investment strategies, all of which are described in its disclosure materials.

To learn more about the advisors currently working at Firmo Investment Consulting Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Javier Jimenez	Pasadena, CA	25

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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