Jaime Fukumae (CRD# 3111937) is an Investment Advisor Representative working at Lpl Financial LLC in Lafayette, CA and has over 25 years of experience in the finance industry. Jaime Fukumae has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Lafayette, CA | Jun 2016 - Current | 7 |
| Ebyal- East Bay Youth Athletic League | Lafayette, CA | Oct 2012 - Current | 11 |
| Fukumae & Saman LLC | Lafayette, CA | Sep 2009 - Current | 14 |
| Jaime Fukumae- Insurance Sales | Lafayette, CA | Mar 1999 - Current | 25 |
| Aiken & Welch, Inc.- Board Of Director; Secretary | Oakland, CA | Apr 1994 - Current | 30 |
| Jaime T. Fukumae Cpa (self-employed) | Lafayette, CA | May 1987 - Current | 36 |
| Foothill Securities, Inc. | Lafayette, CA | Jan 2011 - Jun 2016 | 5 |
| Aiken & Welch, Inc- Profit Sharing Plan | Oakland, CA | Jan 2008 - Jun 2016 | 8 |
| Consultant - Non Titled Cfo | Lafayette, CA | Oct 2004 - Jun 2016 | 11 |
| Ricky D. Carter Irrevocable Life Insurance Trust | North Moraga, CA | Feb 1997 - Jun 2016 | 19 |
| Berkeley Methodist United Church | Berkeley, CA | Jan 2010 - Jun 2015 | 5 |
| Katsumi Mifune Administration Trust | Lafayette, CA | May 2012 - Dec 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 1998 |
- CA
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
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- Educational seminars/workshops
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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, WY
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