Jaime Troumbly, financial advisor Bovey MN

Jaime Troumbly

CRD Number: 7125461
Current Firm: Avantax Advisory Services

Jaime Troumbly (CRD# 7125461) is an Investment Advisor Representative working at Avantax Advisory Services in Bovey, MN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Avantax Invesment Services, Inc. Bovey, MN Jun 2020 - Current 4
Avantax Advisory Services Bovey, MN Jul 2019 - Current 5
Greenway & Grand Rapids High Schools & Greenway Tennis Assn. Coleraine, MN Jun 2019 - Jun 2023 4
Itasca Community College Grand Rapids, MN Sep 2017 - May 2021 3
Greenway High School Coleraine, MN Sep 2015 - Jun 2019 3
Unemployed Coleraine, MN Jun 2009 - Aug 2015 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2020
S65 NASAA Investment Advisors Law Examination Jan 2020
Contact Info for Jaime E. Troumbly
Phone Number: 972-870-6000
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    41,696
    MILLIONS
  • Total Number of Accounts
    131,534
    ACCOUNTS
  • Average Account Value
    $316,996
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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