Jaime Junker, financial advisor Irving TX

Jaime Junker

CRD Number: 4240607
Current Firm: Avantax Advisory Services

Jaime Junker (CRD# 4240607) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Avantax Advisory Services Lake Elmo, MN Oct 2019 - Current 1
Avantax Investment Services, Inc. Lake Elmo, MN Oct 2019 - Current 1
Avantax Insurance Services, Inc. Lake Elmo, MN Mar 2005 - Current 15
Jaime P. Junker, Cpa Lake Elmo, MN Feb 1997 - Current 23
1st Global Advisors, Inc. Lake Elmo, MN Jun 2007 - Oct 2019 12
1st Global Capital Corp Lake Elmo, MN Nov 2004 - Oct 2019 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2001
S66 NASAA Uniform Combined State Law Examination Apr 2004
Contact Info for Jaime P. Junker
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    25,698
    MILLIONS
  • Total Number of Accounts
    94,400
    ACCOUNTS
  • Average Account Value
    $272,227
Compensation Options
  • A percentage of assets under your management
  • 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
  • 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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