Private Advisor Group
47yrs
Top advisor by experience at Private Advisor Group
New
Eric Jimenez
Financial advisor at Corient
Eric Jimenez is a financial advisor in Morristown, New Jersey, registered since Aug 2026. Eric joined Corient in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Eric holds the CFP® designation.
At a glance
ExperienceNew to the profession (since Aug 2026)
How that compares ?New to the profession
Office60 Columbia Rd, Morristown, NJ 07960
FirmCorient
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$6.07 million
Advisors at the firm653
States licensed ?1 state
Services through Corient
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsMarket timingEducational 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.
None listed.
Career
- Aug 2026 – nowCorientCurrent firm
Questions to ask Eric
Tailored to Eric’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Eric
How do I contact Eric?
Call Corient at (305) 735-2020 and ask for Eric Jimenez. Eric works from the Morristown, NJ office.
How long has Eric been a financial advisor?
Eric is new to the profession, registered since Aug 2026, and holds 0 licenses.
What licenses does Eric hold?
No exams are listed on the official record.
Is Eric a fiduciary?
Eric is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Eric paid?
Corient reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Eric 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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