Jaime Redfern (CRD# 6862029) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Boise, ID and has over 6 years of experience in the finance industry.
CRD# 6768948
Lpl Financial LLC
CRD# 4962091
Eagle Strategies LLC
CRD# 6238361
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Legacy Wealth Management, LLC | Boise, ID | Sep 2017 - Current | 6 |
| Ledjr Tax | Lincoln, MT | Nov 2008 - Current | 15 |
| Jim Geddings Cpa LLP | Garden City, ID | Jan 2016 - Nov 2016 | < 1 |
| Idaho State Tax Commission | Boise, ID | Dec 2014 - Dec 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2017 |
- ID
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Total Assets Under Management373MILLIONS
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Total Number of Accounts3,537ACCOUNTS
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Average Account Value$105,516
- 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)
- Other
AK, AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY
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