Jayme Bresnahan, financial advisor Johnston IA

Jayme Bresnahan

CRD Number: 5422040
Current Firm: Successful Resource Management, Ltd.

Jayme Bresnahan (CRD# 5422040) is an Investment Advisor Representative working at Successful Resource Management, Ltd. in Johnston, IA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Successful Resource Management, LLC Johnston, IA Jul 2019 - Current 4
Successful Resource Management, LLC Johnston, IA Oct 2012 - Current 11
Self-employed Urbandale, IA Oct 2012 - Current 11
Bresnahan Properties Des Moines, IA May 1998 - Current 25
Successful Resource Management, LLC Johnston, IA Jan 2016 - Jul 2019 3
Investacorp Inc. Miami, FL Nov 2013 - Sep 2018 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2007
Contact Info for Jayme W. Bresnahan
Phone Number: 515-279-1400
Firm Website: http://www.srmltd.com
Registered State(s):
  • IA
  • MO
By the Numbers
  • Total Assets Under Management
    29
    MILLIONS
  • Total Number of Accounts
    190
    ACCOUNTS
  • Average Account Value
    $154,379
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States

IA, MO, TX

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