Jill Baumes (CRD# 5323816) is an Investment Advisor Representative working at Seros Financial, LLC in Tempe, AZ and has over 12 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lala's Bay LLC | Chandler, AZ | Jun 2021 - Current | 2 |
| United Planners' Financial Services | Scottsdale, AZ | Oct 2013 - Current | 10 |
| Seros Financial LLC | Tempe, AZ | Feb 2013 - Current | 11 |
| Opulence Fund, LLC | Chandler, AZ | May 2012 - Current | 11 |
| Newmark Capital Management, LLC | Tempe, AZ | Aug 2011 - Dec 2020 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2011 |
| S63 | Uniform Securities State Law Examination | Jun 2018 |
- AZ
- TX
-
Total Assets Under Management261MILLIONS
-
Total Number of Accounts890ACCOUNTS
-
Average Account Value$293,080
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- 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)
- Publication of periodicals or newsletters
AZ, CA, CO, NM, TX
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