Elizabeth
Jaime
Commonwealth Financial Network
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About this Advisor
Elizabeth Jaime is a financial advisor based in El Paso, Texas, working with Commonwealth Financial Network. Elizabeth has previously worked at Wells Fargo Advisors LLC, Charles Schwab & Co., Inc, Morgan Stanley, Wells Fargo Clearing Services LLC, Wells Fargo Advisors Financial Network, LLC, Commonwealth Financial Network, and Dodds Wealth Management Group LLC. Elizabeth has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Elizabeth is currently part of Commonwealth Financial Network, which operates in El Paso, Texas. The firm has 1,762 offices and 4,850 employees. Commonwealth Financial Network manages $209.7 billion in assets and serves both charitable organizations and high-net-worth clients. The firm offers services such as financial planning, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting, selection of other advisers, publication of newsletters, and educational seminars. The fee structures at Commonwealth Financial Network include asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$209,735,339,476
4,850
671,650
$312,269
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Elizabeth Jaime Work History
Commonwealth Financial Network
Dodds Wealth Management Group LLC
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Clearing Services LLC
Morgan Stanley
Charles Schwab & Co.,Inc
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of Elizabeth Jaime to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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