Nancy Baquero Jimenez has been Chief Financial Officer of Portfolio Resources Advisor Group since June 2022, is a control person of the firm and directly owns under 5% of it.
Portfolio Resources Advisor Group, Inc. is a Coral Gables, FL firm with $122M under management, 349 clients and 15 advisers across 11 offices, as of its October 2025 filing.
- – present · 15 yearsCoral Gables, FL · Adviser representative · Firm CRD 144601
Investment adviser representative registrations
Nancy Baquero Jimenez is registered as an investment adviser representative in Florida, since December 2010.
- FloridaSince 7 December 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | 2 January 2023 |
| Series 27 | Financial and Operations Principal Examination | 12 November 2013 |
| Series 65 | Uniform Investment Adviser Law Examination | 21 September 2010 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Financial and Operations Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Nancy Josefina Baquero Jimenez
- CRD
- 5583492
- Firm
- Portfolio Resources Advisor Group · CRD 144601
- Role
- Chief Financial Officer
- Office
- 4000 PONCE DE LEON BLVD STE 670, Coral Gables, FL 33146
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 2010
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Nancy Baquero Jimenez work?
Nancy Baquero Jimenez has been Chief Financial Officer of Portfolio Resources Advisor Group, Inc. since June 2022, and is a control person of the firm.
Is Nancy Baquero Jimenez a financial advisor?
Yes. Nancy Baquero Jimenez has a current investment-adviser registration in Florida, through Portfolio Resources Advisor Group since December 2010.
How many years of experience does Nancy Baquero Jimenez have?
Nancy Baquero Jimenez has 15 years in the financial industry, since December 2010, across 1 adviser firm.
What exams has Nancy Baquero Jimenez passed?
Nancy Baquero Jimenez has passed 4 licensing exams: the Series 65, Series 27, Series 99TO and SIE. The earliest, the Series 65, was passed in September 2010.
Where is Nancy Baquero Jimenez based?
Nancy Baquero Jimenez’s registered office is in Coral Gables, FL.
Is Nancy Baquero Jimenez registered with FINRA?
Yes. Nancy Baquero Jimenez has a current broker registration, under CRD 5583492.
Source: FINRA BrokerCheck
How can I verify Nancy Baquero Jimenez’s record?
Search CRD 5583492 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Nancy Baquero Jimenez’s full registration record.
- Antonio CamejoPresident/Chief Compliance Officer/Shareholder
- Jose MaraverShareholder