Abraham & CO.
46yrs
Top advisor by experience in Gig Harbor
16yrs
Greg Jimenez
Financial advisor at Strategic Advisers
Based in Gig Harbor, Washington, Greg Jimenez is a fiduciary financial advisor with 16 years of industry experience. Greg has been with Strategic Advisers since 2025; before that, Greg spent three years at Fidelity Personal and Workplace Advisors and a year at Empower Advisory Group. Greg holds the CFP® designation.
One of 137 advisors with offices in Gig Harbor, and one of 132 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?Top 22% by experience at Strategic Advisers
OfficeGig Harbor, WA
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2022 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Aug 2021 – Jun 2022Empower Advisory Group, LLCPreviously
- 2013 – 2015Morgan StanleyPreviously
- 2010 – 2013MerrillPreviously
Contact Greg
(617) 563-7000Firm headquarters in Boston, MA. Ask for Greg. Gig Harbor, WAOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Greg
Tailored to Greg’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Greg
How do I contact Greg?
Call Strategic Advisers at (617) 563-7000 and ask for Greg Jimenez. Greg works from the Gig Harbor, WA office.
How long has Greg been a financial advisor?
Greg has been in the industry since 2010, about 16 years. Top 22% by experience at Strategic Advisers.
What licenses does Greg hold?
Series 66. Tap any license on this page to see what it allows.
Is Greg a fiduciary?
Greg is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Greg paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Greg for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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