Wells Fargo Advisors
39yrs
Top advisor by experience in Chula Vista
14yrs
Aries Abueg Jimenez
Financial advisor at Osaic Wealth
At a glance
Experience14 years (since 2012)
How that compares ?More experience than 55% of advisors in Chula Vista
OfficeChula Vista, CA
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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.
Uniform Combined State Law Examination
Career
- 2023 – nowOsaic Wealth, Inc.Current firm
- 2020 – 2023Osaic Services, Inc.Previously
- 2013 – 2021SAN Diego Wealth Management, LLCPreviously
Questions to ask Aries
Tailored to Aries’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Aries
How do I contact Aries?
Call Osaic Wealth at 800-821-5100 and ask for Aries Abueg Jimenez. Aries works from the Chula Vista, CA office.
How long has Aries been a financial advisor?
Aries has been in the industry since 2012, about 14 years. More experience than 55% of advisors in Chula Vista.
What licenses does Aries hold?
Series 66. Tap any license on this page to see what it allows.
Is Aries a fiduciary?
Aries is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Aries paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Aries 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.
Other advisors nearby
Primerica Advisors
37yrs
Top 3% by experience in Chula Vista
Wedbush Securities
35yrs
Top 5% by experience in Chula Vista
Edward Jones
31yrs
Top 5% by experience at Edward Jones
Voya Financial Advisors
29yrs
Top 10% by experience in Chula Vista
Equitable Advisors
29yrs
Top 10% by experience in Chula Vista