Jaime McAuliffeCRD Number: 3024385
Current Firm: Voya Financial Advisors, Inc.
Jaime McAuliffe (CRD# 3024385) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Windsor, CT and has over 14 years of experience in the finance industry.
Barron Financial Group, LLP
Garrett Investment Advisors, LLC
|Voya Financial||Windsor, CT||Sep 2014 - Current||3|
|Voya Financial Advisors||Windsor, CT||Sep 2014 - Current||3|
|Ing Financial Partners, Inc.||Windsor, CT||Jan 2011 - Sep 2014||3|
|Ing||Windsor, CT||Jul 2010 - Sep 2014||4|
|Ing Financial Advisers, LLC||Windsor, CT||Jul 2010 - Dec 2010||< 1|
|Unemployed||Vernon, CT||Sep 2009 - Jun 2010||< 1|
|Newalliance Investments Inc.||Manchester, CT||Aug 2009 - Aug 2009||< 1|
|Unemployed||Vernon, CT||May 2009 - Jul 2009||< 1|
|Massmutual Life Insurance Company||Enfield, CT||Sep 2003 - Apr 2009||5|
|Mml Investors Services, Inc.||Enfield, CT||Aug 2003 - Apr 2009||5|
|Mass Mutual||Enfield, CT||Oct 2001 - Apr 2009||7|
|Mass Mutual Life Insurance||Enfield, CT||Nov 2000 - Apr 2009||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2003|
Total Assets Under Management9,298MILLIONS
Total Number of Accounts59,441ACCOUNTS
Average Account Value$156,432
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.