Jaime Aguilera (CRD# 7643241) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sierra Vista, AZ and has 1 year of experience in the finance industry.
CRD# 6112358
Agnew Capital Management LLC
CRD# 6175350
Edward Jones
CRD# 6568957
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Sierra Vista, AZ | Jan 2023 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sierra Vista, AZ | Aug 2021 - Current | 2 |
| University Of Arizona | Tucson, AZ | Jan 2020 - Dec 2021 | 1 |
| In Balance Ranch Academy | Huachuca City, AZ | Oct 2019 - Aug 2021 | 1 |
| Cochise College | Sierra Vista, AZ | Aug 2019 - Dec 2019 | < 1 |
| Wells Fargo | Sierra Vista, AZ | Apr 2018 - Oct 2019 | 1 |
| Aguilera Services, Inc. | Oxnard, CA | Aug 2016 - Apr 2018 | 1 |
| California State University Fullerton | Fullerton, CA | Aug 2016 - Jun 2017 | < 1 |
| So Cal Valet | Camarillo, CA | Apr 2015 - Aug 2016 | 1 |
| Pentair | Moorpark, CA | Jun 2016 - Jul 2016 | < 1 |
| Ventura College | Ventura, CA | Aug 2013 - Jun 2016 | 2 |
| Unemployed | Oxnard, CA | Jan 2011 - Oct 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2023 |
- CA
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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