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JE
JE

Jaime R Santiago Echandi

Fsam LLC
27 Years of Experience
23 DisclosuresBroker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Fsam LLC
Compensation
Fee-Only (AUM)
Firm Size
16 advisors
Number of Clients
165 clients
Average Client Portfolio
$684K average
Assets Under Management
$112.9M

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.50%
$500K - $1000K1.35%
$1.0M - $2.0M1.10%
$2M+1.00%

Fees are negotiable. Annual fees in international advisory accounts may range up to 2%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

GAM Tower, 2 Tabonuco Street, Suite 200, Guaynabo, PR, 00968

Get directions

History

Regulatory History (23)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2022
Settled
Customer Dispute
September 2019
Settled
Customer Dispute
July 2019
Settled
Customer Dispute
March 2019
Settled
Customer Dispute
March 2019
Settled
Customer Dispute
December 2018
Settled
Customer Dispute
September 2018
Settled
Customer Dispute
August 2018
Settled
Customer Dispute
July 2018
Settled
Customer Dispute
July 2018
Settled
Customer Dispute
July 2018
Denied
Customer Dispute
May 2018
Settled
Customer Dispute
April 2018
Settled
Customer Dispute
April 2018
Settled
Customer Dispute
January 2018
Settled
Customer Dispute
November 2017
Settled
Customer Dispute
August 2017
Settled
Customer Dispute
July 2017
Settled
Customer Dispute
July 2016
Settled
Customer Dispute
June 2016
Closed-No Action
Customer Dispute
October 2015
Settled
Customer Dispute
March 2015
Settled
Customer Dispute
September 2014
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jaime has 50% ownership in Carraizo Holdings since 2008 and Careye Investments since 2015, both property rental businesses. Jaime is also a member of Samzam Investments since 2020, a pass-through entity holding personal investments, spending minimal time on this activity.

Employment History
Current Registrations
Fsam LLC
April 2018 - Present · 7 yrs 10 mos
First Southern, LLCBroker
February 2018 - Present · 8 yrs
Previous Registrations
Fsam LLC
January 2018 - February 2018 · 1 mo
First Southern Securities, LLC.Broker
January 2018 - February 2018 · 1 mo
Santander Securities
July 2017 - February 2018 · 7 mos
Santander Securities LLCBroker
July 2009 - February 2018 · 8 yrs 7 mos
Santander SecuritiesBroker
July 2006 - July 2009 · 3 yrs
Popular Securities, INC.Broker
March 1998 - July 2006 · 8 yrs 4 mos
State Registrations13 states
CTFLMAMDMINCNJOHPAPRSCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jaime R Santiago Echandi - Financial Advisor | TrueAdvisor