San Antonio, TX Hardy Oak Office

Team
Updated today

Client AUM

$18,509,516,941

Clients

80,267

Advisors

2

Of 1,908 advisors across 510 offices

Location

21714 Hardy Oak, Suite 100

San Antonio TX 78258

Advisors at this office

2

Advisors at this office

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Sergio J

CFP®, Series 63, Series 65

San Antonio, TX

Guardian Life

Sergio Jimenez Gudino is a CFP® professional with 16 years of experience, currently affiliated with Primerica Advisors in San Antonio, TX. His prior roles include positions at Guardian Life Insurance, Park Avenue Securities, Dominion Capital LLC, and New York Life Insurance Company. Outside of his advisory work, he owns and operates Jimenez Wealth Legal Advisors, a law firm specializing in taxation, business, and estate planning, and manages a consulting entity supporting legal services in Mexico. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice solutions, supporting discretionary and non-discretionary accounts with diverse investment options.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Jesus S

Series 63, Series 65

San Antonio, TX

Guardian Life

Jesus Sifuentes is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has six years of industry experience and has previously worked at firms including Park Avenue Securities, Dominion Capital LLC, and New York Life Insurance Company. Outside of his advisory role, he supervises a legal research and drafting team at Jimenez Wealth Legal Advisors PC. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm serves individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and advisory services.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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