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 7 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||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|
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
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