Jaime Villa, financial advisor Stockton CA
93 score

Jaime Villa

CRD Number: 3070487
Current Firm: Msi Financial Services, Inc.

Jaime Villa (CRD# 3070487) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Stockton, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Metropolitan Life Insurance Company Stockton, CA Jun 1998 - Current 18
Metlife Securities Inc. Stockton, CA Jun 1998 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1998
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Jaime Villa
Phone Number: 800-638-8378
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    13,804
    MILLIONS
  • Total Number of Accounts
    105,831
    ACCOUNTS
  • Average Account Value
    $130,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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