Jaimee Carnes (CRD# 6205351) is an Investment Advisor Representative working at Elderado Financial, Inc. in Montrose, CO and has over 10 years of experience in the finance industry. Jaimee Carnes 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.
CRD# 5614989
Cetera Investment Advisers LLC
CRD# 4332791
Raymond James Financial Services Advisors, Inc.
CRD# 7024020
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Elderado Financial | Montrose, CO | Jan 2020 - Current | 4 |
| The Vanguard Group, Inc. | Scottsdale, AZ | Jun 2013 - Dec 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2013 |
- CO
-
Total Assets Under Management172MILLIONS
-
Total Number of Accounts942ACCOUNTS
-
Average Account Value$182,872
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, CO, GA, IL, TX
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