Jaime LopezCRD Number: 3187516
Current Firm: Usaa Investment Management Company
Jaime Lopez (CRD# 3187516) is an Investment Advisor Representative working at Usaa Investment Management Company in San Antonio, TX and has over 15 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Wealth Watch Advisors, LLC
Vannoy Advisory Group, Inc.
|United Services Automobile Association||San Antonio, TX||Jul 2011 - Current||5|
|Usaa Investment Management Company||San Antonio, TX||Jul 2011 - Current||5|
|Usaa Financial Planning Services||San Antonio, TX||Jan 2009 - Jul 2011||2|
|Usaa Financial Advisors, Inc.||San Antonio, TX||Aug 2007 - Jul 2011||3|
|Alamo Glass Co||S.a., TX||Sep 1990 - Jul 2011||20|
|Usaa Life Insurance Company||San Antonio, TX||Aug 2007 - Dec 2008||1|
|Usaa Investment Management Company||San Antonio, TX||Apr 2006 - Dec 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2001|
|S65||NASAA Investment Advisors Law Examination||May 2007|
Total Assets Under Management23,291MILLIONS
Total Number of Accounts131,832ACCOUNTS
Average Account Value$176,670
- A percentage of assets under your management
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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