Jamie
Hayes

Nfp Retirement Inc

CRD#4475056
Investment Advisor
in Maitland, FL

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About this Advisor

Jamie Hayes is a financial advisor based in Maitland, Florida, working with Nfp Retirement Inc. Jamie has previously held positions at Lpl Financial, LLC, Fiduciaryfirst, LLC, and Nfp Retirement, Inc. Jamie has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Florida. Currently, Jamie is part of Nfp Retirement Inc, which operates out of Maitland, Florida. The firm has 26 offices and 219 employees. The firm manages assets totaling $96.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Nfp Retirement Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1060 Maitland Center Commons Suite 360
Maitland, FL 32751

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Nfp Retirement Inc Brokerage Details

Total Assets Under Management

$96,454,495,427

FL Average: $7,578,581,321
Total Number of Employees

219

FL Average: 43
Total Number of Accounts

5,514

FL Average: 3,727
Average Account Size

$17,492,654

FL Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Jamie Hayes Work History

2018 - Present (7 years)

Nfp Retirement, Inc

2006 - Present (19 years)

Fiduciaryfirst, LLC

2011 - 2018 (7 years)

Lpl Financial, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Jamie Hayes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Nfp Retirement Inc

Nicholas Walker
Aliso Viejo, CA
William Street
South Jordan, UT
Steven Festler
Aliso Viejo, CA
Faron Miller
Aliso Viejo, CA
Timothy Archard
Aliso Viejo, CA
Kenneth Jenkins
Bowie, MD
Zachary Hull
Aliso Viejo, CA
Sarah Hodian
Aliso Viejo, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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