Financial Haus
Edgar Jimenez Mora has a diverse work experience spanning various industries. Edgar began their career in 2012 as a Lifeguard for the City of Bishop, CA. From there, they worked as a Coordinator at Mammoth Mountain before becoming an Adventure Guide at Mammoth Mountain Resort in 2014. In 2017, Edgar worked as a Food Prep at Earth Equals, Inc. and as a Server at Royale Cocktails and Burgers.
In 2018, they joined JPMorgan Chase & Co. and held roles as a Personal Banker, Relationship Banker, and Private Client Banker. Edgar then transitioned to a management role as a Manager at El Ranchito Restaurant, where they started as a Busser and later became a Server.
Their most recent positions include working as a Financial Planner at Financial Haus and Greater Pacific Solutions, where they provided expert guidance and solutions for clients' financial security and goals. Edgar has a proven track record of delivering personalized financial services to high net worth individuals and business owners.
Edgar Jimenez Mora pursued their Bachelor of Arts in Economics from San Diego State University from 2013 to 2018.
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Financial Haus
Financial Haus is disrupting the financial industry by changing the relationship millennials, minority communities, and entrepreneurs have with their money. By providing financial coaching and planning to generations typically underserved, Financial Haus aims to help people like you plan for the world we (actually) live in today. Financial Haus is a group of millennial financial advisors who’ve ditched the stuffy suit & tie look. Our goal is to help clients build a strong financial foundation through debt management, budgeting, saving for a down payment, investments review and wealth management, and more; regardless of your age, gender, background, or color. Do Millennials and Boomers approach their financial plans differently? Our team of financial planners think so. --- Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Financial Haus is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. Supervisory Office: 3435 Wilshire Blvd, Suite 2900 Los Angeles, CA 90010, Phone: (310)689-3300.
Employees
11-50