Unclaimed
Brandon Jaimes is a financial advisor at Edward Jones, where they have been employed since June 2022. Brandon has been working in the financial industry since March 2016. They have experience with various financial products and services, including financial planning, portfolio management for businesses and individuals, and selection of other advisors. Brandon holds the Series 7 and Series 66 securities licenses and the SIE exam. They are registered to provide financial advice in Alabama, Arizona, California, Colorado, District of Columbia, Florida, Georgia, Illinois, Kansas, Maryland, Massachusetts, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and West Virginia.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NC
02/16/2024 - Present
Edward Jones (ASHEVILLE NC)
CA
09/20/2019 - 02/04/2022
EQUITABLE ADVISORS, LLC (SAN DIEGO CA)
CA
11/20/2018 - 06/06/2019
FIRST COMMAND FINANCIAL PLANNING, INC. (SAN DIEGO CA)
NY
02/25/2016 - 06/19/2018
AXA ADVISORS, LLC (WILLIAMSVILLE NY)
BOTH
Issued 04/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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