{
  "crd_number": 136200,
  "slug": "james-a-jimenez-san-jose-ca-136200",
  "primary_business_name": "JAMES A. JIMENEZ",
  "legal_name": "JIMENEZ, JAMES ANTHONY",
  "dbas": [],
  "city": "San Jose",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41940",
  "metro": {
    "cbsa_code": "41940",
    "common_name": "San Jose",
    "msa_name": "San Jose-Sunnyvale-Santa Clara, CA",
    "path": "/advisors/ca/san-jose"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "1997-09-22",
  "years_registered": 29,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": 4830765.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 4830765.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "pension_profit_sharing": {
      "raum": 4830765.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/136200",
  "city_as_filed": "SAN JOSE",
  "url": "https://advisorcensus.com/firm/james-a-jimenez-san-jose-ca-136200",
  "display_name": "James A. Jimenez",
  "summary": "James A. Jimenez is a state-registered investment advisory firm in San Jose, CA, registered since 1997, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.",
  "citation": "AdvisorCensus. James A. Jimenez (CRD 136200): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is James A. Jimenez compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), James A. Jimenez reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is James A. Jimenez located?",
      "a": "James A. Jimenez's principal office is in San Jose, CA, according to its Form ADV."
    },
    {
      "q": "Is James A. Jimenez registered with the SEC or a state?",
      "a": "James A. Jimenez is a state-registered investment advisory firm, registered since 1997. Status as filed: APPROVED. CRD 136200."
    },
    {
      "q": "How much does James A. Jimenez manage?",
      "a": "James A. Jimenez reports $4,830,765 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (0% discretionary)."
    },
    {
      "q": "What types of clients does James A. Jimenez serve?",
      "a": "By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (1)."
    },
    {
      "q": "Does James A. Jimenez report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/136200"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/james-a-jimenez-san-jose-ca-136200.md",
  "clients": [
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 4830765.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/136200",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}