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Charles Beaman Jimerson Jr

Investment Adviser Representative at SUNBELT SECURITIES

Dallas, TXCRD #1374856Dual-registered
Disclosure(s) on record — see official records below
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
39 yrs
States Registered
5 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Charles Beaman Jimerson has worked in the securities industry since 1987. They have passed the Series 63, 24, and 7 examinations. They are registered to provide investment advisory services in California, Florida, New Mexico, Oklahoma, and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 5 states
CaliforniaFloridaNew MexicoOklahomaTexas
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 11/19/1987
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 10/17/1987
Series 24
General Securities Principal Examination
Passed 9/7/2000

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.025
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Sunbelt Securities Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

SUNBELT SECURITIESCurrent
8/3/2017Dallas, TX
WFG ADVISORS, LP
4/28/20038/15/2017Dallas, TX
WILLIAMS FINANCIAL GROUP
5/28/19912/20/2008Dallas, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Charles Beaman Jimerson Jr has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Charles Beaman Jimerson Jr - Financial Advisor in Dallas, TX | AdvisorFinder