Morgan Stanley
46yrs
Top advisor by experience in West Palm Beach
26yrs
David Jimenez
Financial advisor at Morgan Stanley
At a glance
Experience26 years (since 2000)
How that compares ?Top 25% by experience nationwide
Office777 South Flagler Drive Suite 700e, West Palm Beach, FL 33401
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2009 – nowMorgan StanleyCurrent firm
- May 2008 – Jun 2009Morgan Stanley & Co. LLCPreviously
- 2000 – 2008Citigroup Global Markets Inc.Previously
Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About David
How do I contact David?
Call Morgan Stanley at 914-225-5510 and ask for David Jimenez. David works from the West Palm Beach, FL office.
How long has David been a financial advisor?
David has been in the industry since 2000, about 26 years. Top 25% by experience nationwide.
What licenses does David hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask David for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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