Jaime Fukumae, financial advisor Lafayette CA
96 score

Jaime Fukumae

CRD Number: 3111937
Current Firm: Lpl Financial LLC

Jaime Fukumae (CRD# 3111937) is an Investment Advisor Representative working at Lpl Financial LLC in Lafayette, CA and has over 18 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.

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Professional Designations
Company Name Location Dates Years
Lpl Financial, LLC Lafayette, CA Jun 2016 - Current < 1
Ebyal- East Bay Youth Athletic League Lafayette, CA Oct 2012 - Current 4
Fukumae & Saman LLC Lafayette, CA Sep 2009 - Current 7
Jaime Fukumae- Insurance Sales Lafayette, CA Mar 1999 - Current 17
Aiken & Welch, Inc.- Board Of Director; Secretary Oakland, CA Apr 1994 - Current 22
Jaime T. Fukumae Cpa (self-employed) Lafayette, CA May 1987 - Current 29
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
Contact Info for Jaime T. Fukumae
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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