Jamie Benavides (CRD# 6303196) is an Investment Advisor Representative working at Primerica Advisors in Georgetown, TX and has over 10 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 3168949
Next Financial Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Upland High School | Upland, CA | Apr 2015 - Current | 9 |
| Pfs Investments Inc. | Pasadena, CA | Mar 2014 - Current | 10 |
| Primerica Financial Services | Pasadena, CA | Mar 2013 - Current | 11 |
| Amazon | Rialto, CA | Jan 2021 - Oct 2022 | 1 |
| Pomona Diving Academy | Claremont, CA | Oct 2018 - Dec 2018 | < 1 |
| Pomona College | Claremont, CA | Sep 2018 - Dec 2018 | < 1 |
| City Of Chino Police Department | Chino, CA | Aug 2006 - Jul 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2014 |
| S63 | Uniform Securities State Law Examination | Apr 2014 |
- CA
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Total Assets Under Management8,462MILLIONS
-
Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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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