Jaime McAuliffeCRD Number: 3024385
Current Firm: Fisher Investments
Jaime McAuliffe (CRD# 3024385) is an Investment Advisor Representative working at Fisher Investments in Vernon, CT and has over 15 years of experience in the finance industry.
Springboard Asset Management LLC
Garrett Investment Advisors, LLC
|Fisher Investments||Camas, WA||Jun 2017 - Current||< 1|
|Voya Financial||Windsor, CT||Sep 2014 - May 2017||2|
|Voya Financial Advisors||Windsor, CT||Sep 2014 - May 2017||2|
|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 Management71,790MILLIONS
Total Number of Accounts65,848ACCOUNTS
Average Account Value$1,090,233
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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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