Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaime? Claim Your ProfileJaime Morgan is a financial advisor with over 18 years of experience in the financial services industry. Jaime is a registered representative of Wells Fargo Clearing Services, LLC and is a member of FINRA. Jaime provides a wide range of financial services to individual and institutional clients including financial planning, portfolio management, and investment consulting services. Jaime works with clients of all ages and income levels to help them achieve their financial goals. Prior to joining Wells Fargo Advisors LLC, Jaime worked with A. G. Edwards & Sons, Inc.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
09/22/2021 - Present
Wells Fargo Clearing Services, LLC (SAN DIEGO CA)
CA
01/10/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SAN DIEGO CA)
BOTH
Issued 07/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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