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Jaime Jo Malm

Iron Horse Financial Services LLC

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About Jaime Jo Malm

Jaime Jo Malm is an investment advisor representative at Iron Horse Financial Services LLC. Jaime has been in the industry for over 18 years and has a strong track record of success. Jaime is registered in Kansas and Texas. Jaime is dedicated to helping clients achieve their financial goals. Jaime specializes in financial planning, portfolio management for individuals, and selection of other advisors. Jaime's firm, Iron Horse Financial Services LLC, has offices in McPherson, Kansas. The firm specializes in providing financial advice to high-net-worth individuals and individuals other than high-net-worth. Iron Horse Financial Services LLC has a strong commitment to providing personalized service to its clients.

Firm Information

Jaime Malm is currently registered with Iron Horse Financial Services LLC. Iron Horse Financial Services LLC is an investment advisory firm based in Nevada. They offer a range of advisory services, including portfolio management for individuals, educational seminars, and selection of other advisors. They manage approximately $14,114,868 in assets for 97 clients, including both high-net-worth individuals and other individuals.

$14.11M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jaime Malm’s Registration & Firm History

KS

08/30/2023 - Present

Iron Horse Financial Services LLC (MCPHERSON KS)

MN

11/04/2004 - 10/06/2005

USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 11/26/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/22/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/03/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jaime Jo Malm.
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