Jaime Westenbarger, financial advisor Grand Rapids MI
63 score

Jaime Westenbarger

CRD Number: 4625703
Current Firm: Securities America Advisors, Inc.

Jaime Westenbarger (CRD# 4625703) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Grand Rapids, MI and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America Advisors Grand Rapids, MI May 2016 - Current < 1
Securities America Inc. Grand Rapids, MI May 2016 - Current < 1
First Allied Securities, Inc. San Diego, CA Mar 2014 - May 2016 2
First Allied Advisory Services Chesterfield, MO Mar 2014 - May 2016 2
American Portfolios Financial Services Inc. Holbrook, NY Apr 2011 - Mar 2014 2
Regal Investment Advisors LLC Kentwood, MI Apr 2011 - Mar 2014 2
Invest Financial Corporation Tampa, FL Mar 2007 - Apr 2011 4
Sigma Financial Corporation Ann Arbor, MI Oct 2006 - Feb 2007 < 1
American United Life Indianapolis, IN Jan 2003 - Oct 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2003
S65 NASAA Investment Advisors Law Examination Jun 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jaime M. Westenbarger
By the Numbers
  • Total Assets Under Management
    13,433
    MILLIONS
  • Total Number of Accounts
    92,356
    ACCOUNTS
  • Average Account Value
    $145,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, VI, VT, WA, WI, WV

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BADGES
63
Verified Page
Data verified by both the advisor and the public regulatory data.

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