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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst27 years in industry

MARC ANTHONY JIMENEZ

Advisor at CAM INVESTOR SOLUTIONS

AUSTIN, TX

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Feb 5, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CAM INVESTOR SOLUTIONS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 20, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Analyst
Exams: S66|S63
First exam: Jan 20, 1999
First registration: Feb 5, 2003
Dual registered: no
Other names: MARC ANTHONY JIMENEZ|MARC A JIMENEZ
IAPD individual key: 3170299

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CAM INVESTOR SOLUTIONS	Independent wealth	Jan 5, 2017	n/a	yes	AUSTIN, TX	Current employment
KAHLER FINANCIAL GROUP, INC.	Former SEC adviser	Dec 7, 2017	Feb 15, 2022	no	Denver, CO	Previous registration
MCLEAN ASSET MANAGEMENT CORP.	Independent wealth	Jun 18, 2013	Jan 6, 2017	no	DENVER, CO\|TYSONS, VA\|Denver, CO	Previous registration
CAMBRIDGE WEALTH COUNSEL	Former SEC adviser	Sep 21, 2012	Jun 18, 2013	no	DENVER, CO\|ATLANTA, GA	Previous registration
DIMENSIONAL FUND ADVISORS LP	Asset manager	Sep 15, 2006	Sep 21, 2012	no	AUSTIN, TX	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Jan 3, 2005	Apr 20, 2006	no	DENVER, CO\|DENVER, CO	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Feb 5, 2003	Oct 11, 2004	no	Co	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
KAHLER FINANCIAL GROUP, INC.	n/a	Feb 15, 2022	n/a	n/a	Departure no registered destination	Departure
MCLEAN ASSET MANAGEMENT CORP.	CAM INVESTOR SOLUTIONS	Jan 6, 2017	Jan 5, 2017	-1	Firm change	Other
CAMBRIDGE WEALTH COUNSEL	MCLEAN ASSET MANAGEMENT CORP.	Jun 18, 2013	Jun 18, 2013	0	Firm change	Other
DIMENSIONAL FUND ADVISORS LP	CAMBRIDGE WEALTH COUNSEL	Sep 21, 2012	Sep 21, 2012	0	Firm change	Other
ADVICE AND PLANNING SERVICES	DIMENSIONAL FUND ADVISORS LP	Apr 20, 2006	Sep 15, 2006	148	Firm change	Other
CHARLES SCHWAB & CO., INC.	ADVICE AND PLANNING SERVICES	Oct 11, 2004	Jan 3, 2005	84	Firm change	Other

Relationships

Registered with (7)

→ CAM INVESTOR SOLUTIONSRegistered adviserregistration: current employment
Jan 5, 2017 to presentfactForm ADV
→ KAHLER FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Dec 7, 2017 to Feb 15, 2022factForm ADV
→ MCLEAN ASSET MANAGEMENT CORP.Registered adviserregistration: previous registration
Jun 18, 2013 to Jan 6, 2017factForm ADV
→ CAMBRIDGE WEALTH COUNSELRegistered adviserregistration: previous registration
Sep 21, 2012 to Jun 18, 2013factForm ADV
→ DIMENSIONAL FUND ADVISORS LPRegistered adviserregistration: previous registration
Sep 15, 2006 to Sep 21, 2012factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Jan 3, 2005 to Apr 20, 2006factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Feb 5, 2003 to Oct 11, 2004factForm ADV

Dated events

Occurred
Feb 15, 2022
Advisor departed, no destination yet
Marc Anthony Jimenez no longer registered at Kahler Financial Group, Inc.; no later IA registration on IAPD
Form ADVobserved 4 days ago