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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaimi? Claim Your ProfileJaimi Lee Dennehy is a financial advisor with over 8 years of experience in the financial services industry. Jaimi is currently a Senior Wealth Advisor with Mercer Global Advisors Inc. located in Denver, Colorado and previously worked with Integrated Advisors Network LLC. Jaimi has Series 63, 66, and 7 licenses and the SIE exam. Jaimi is a board member with the Western Arizona Humane Society and is a member of the Mercer Global Advisors team, which has over $45 billion in assets under management. The team provides financial planning, investment management, trust services, and estate planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Trust services, estate planning, tax return preparation, consultation
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.
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CO
05/04/2024 - Present
Mercer Global Advisors Inc. (DENVER CO)
WA
03/31/2010 - 09/14/2018
J.P. MORGAN SECURITIES LLC (SEATTLE WA)
BOTH
Issued 01/18/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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