Erik Jaime, financial advisor Las Cruces NM
93 score

Erik Jaime

CRD Number: 5498113
Current Firm: Cuna Brokerage Services, Inc.

Erik Jaime (CRD# 5498113) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Las Cruces, NM and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Cuna Mutual Group Waverly, IA Feb 2011 - Current 5
Cuna Brokerage Services, Inc. Waverly, IA Feb 2011 - Current 5
Unemployed El Paso, TX Sep 2010 - Feb 2011 < 1
St. Johns Investment Management Company El Paso, TX Apr 2010 - Sep 2010 < 1
Bbva Compass Investment Solutions, Inc. El Paso, TX Mar 2010 - Sep 2010 < 1
Compass Bank El Paso, TX Feb 2010 - Sep 2010 < 1
Wells Fargo Investments El Paso, TX Feb 2008 - Feb 2010 2
Wells Fargo Bank, Na El Paso, TX Sep 2006 - Feb 2010 3
Unemployed El Paso, TX Jul 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2009
Contact Info for Erik Jaime
Phone Number: 319-352-4090
Registered State(s):
  • NM
  • TX
By the Numbers
  • Total Assets Under Management
    1,331
    MILLIONS
  • Total Number of Accounts
    6,286
    ACCOUNTS
  • Average Account Value
    $211,803
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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