Jaime Landivar
Jaime Landivar is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Coral Gables, FL, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2525 Ponce De Leon Blvd, Ste 300, Coral Gables, FL, 33134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Jaime works as a Wealth Adviser for Private Wealth Management of Coral Gables, dedicating about half of their time to this role. Jaime also provides marketing and sales guidance for Wine 41, spending about 10-20% of their time on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Sun Life Financial Distributors, INC.Broker
Nationwide Investment Services CorporationBroker
Putnam Retail Management Limited PartnershipBroker
State Registrations3 states
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