Oxbow Advisors
47yrs
Top advisor by experience in Austin
1yr
Dimitrian Jimenez
Full name on record: Dimitrian Patrick Jimenez
Financial advisor at Cerity Partners
Dimitrian Jimenez is a financial advisor in Austin, Texas, with 1 year in the industry. Dimitrian joined Cerity Partners in 2026, after less than a year at Austin Private Wealth. Dimitrian holds the CFP® designation.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office3108 N Lamar Blvd. Suite B100, Austin, TX 78705
FirmCerity Partners
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$4.57 million
Advisors at the firm762
States licensed ?1 state
Services through Cerity Partners
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment 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.
None listed.
Career
- Jan 2026 – nowCerity Partners LLCCurrent firm
- Sep 2025 – Feb 2026Austin Private Wealth, LLCPreviously
Questions to ask Dimitrian
Tailored to Dimitrian’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?
- 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 Dimitrian
How do I contact Dimitrian?
Call Cerity Partners at (212) 850-4260 and ask for Dimitrian Jimenez. Dimitrian works from the Austin, TX office.
How long has Dimitrian been a financial advisor?
Dimitrian has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Dimitrian hold?
No exams are listed on the official record.
Is Dimitrian a fiduciary?
Dimitrian is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Dimitrian paid?
Cerity Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Dimitrian 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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