Erik JaimeCRD 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 8 years of experience in the finance industry.
Coalson Financial Services, LLC
H.d. Vest Advisory Services, Inc.
Raymond James Financial Services Advisors, Inc.
|Cuna Mutual Group||Waverly, IA||Feb 2011 - Current||6|
|Cuna Brokerage Services, Inc.||Waverly, IA||Feb 2011 - Current||6|
|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|
Total Assets Under Management1,331MILLIONS
Total Number of Accounts6,286ACCOUNTS
Average Account Value$211,803
- A percentage of assets under your management
- Hourly charges
- 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)
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.