Eric-Jimenez

Eric Jimenez

Financial Planner

 

Address: 4 Campus Drive Parsippany, NJ 07054
Phone: 973-285-3600
Email: EJimenez@sfr1.com
Website:
LinkedIn:

Eric Jimenez completed an internship program working under Kevin Rex, a Senior Wealth Advisor at Summit Financial, and subsequently joined Summit as a Financial Planner within the Integrated Planning Group. Eric works alongside other group members in creating comprehensive financial plans by generating cash flows, insurance analyses, and various other reports using Microsoft Excel and financial planning software such as eMoney. In 2019, Eric graduated from William Paterson University with a BS in Finance. Eric is currently finishing his MBA and plans on attending Seton Hall Law next Fall in pursuit of his J.D. Eric was born and raised primarily in New Jersey but has lived in other states such as Florida and North Carolina. 

Investment advisory and financial planning services offered through Summit Financial, LLC., an SEC Registered Investment Adviser. Headquartered at 4 Campus Drive, Parsippany, NJ, 07054. Tel. 973-285-3600. Fax. 973-285-3666. Some advisers may offer securities through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany NY 12207 (“PKS”). PKS and Summit Financial, LLC. are not affiliated companies.

Summit Financial, LLC (“Summit Financial”) operates a website at summitfinancial.com (the “Site”). By using this website, you accept our Terms of Use and Privacy Policy. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in partial or total loss. While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties. Neither Summit Financial nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. Neither Summit Financial nor any of its affiliates assume responsibility for the tax consequences for any investor of any investment.

Form CRS | Investment Advisory Brochure (ADV 2A) | Disclaimer | Wrap Fee Program Brochure | Privacy Notice | BCP

This website is available for informational purposes only and does not constitute an offer to sell or a solicitation to buy a security or any form of investment advice offered by Summit Financial, LLC

Check the background of this firm on FINRA BrokerCheck

Call Now Button