Jaime Blakely, financial advisor Lincoln NE

Jaime Blakely

CRD Number: 6566068
Current Firm: Advised Assets Group, LLC

Jaime Blakely (CRD# 6566068) is an Investment Advisor Representative working at Advised Assets Group, LLC in Lincoln, NE and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Gwfs Equities, Inc. Greenwood Village, CO Sep 2021 - Current < 1
Ameriprise Financial Services, Inc. Omaha, NE Sep 2015 - Current 6
Dell Omaha, NE Aug 2010 - Sep 2015 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2016
Contact Info for Jaime B. Blakely
Phone Number: 844-302-2448
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    62,274
    MILLIONS
  • Total Number of Accounts
    61,221
    ACCOUNTS
  • Average Account Value
    $1,017,200
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
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, WY

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