UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
New
Natalie Jimenez
Full name on record: Natalie Ruby Jimenez
Financial advisor at Florida Financial Advisors
Natalie Jimenez is a fiduciary financial advisor in Dallas, Texas, registered since Dec 2025. Natalie joined Florida Financial Advisors in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. Florida Financial Advisors reports being paid through a percentage of assets and flat fees.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
ExperienceNew to the profession (since Dec 2025)
How that compares ?New to the profession
Office10100 North Central Expressway Suite 380, Dallas, TX 75231
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$151,791
Advisors at the firm847
States licensed ?1 state
Services through Florida Financial Advisors
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
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.
Career
- Jan 2026 – nowFlorida Financial Advisors, LLCCurrent firm
Contact Natalie
(813) 333-1683Firm headquarters in Tampa, FL. Ask for Natalie. 10100 North Central Expressway Suite 380Dallas, TX 75231Office · Get directions Instagram pageFlorida Financial Advisors
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Questions to ask Natalie
Tailored to Natalie’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 Natalie
How do I contact Natalie?
Call Florida Financial Advisors at (813) 333-1683 and ask for Natalie Jimenez. Natalie works from the Dallas, TX office.
How long has Natalie been a financial advisor?
Natalie is new to the profession, registered since Dec 2025, and holds 2 licenses.
What licenses does Natalie hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Natalie a fiduciary?
Natalie is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Natalie paid?
Florida Financial Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Natalie 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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