Jaime Luebbe is a CFP-designated registered investment advisor at Edward Jones, based in Fremont, NE, with 23 years of industry experience. Jaime is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
1156 E 16th Street, Fremont, NE, 68025
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jaime is involved in several businesses, including EJL Properties LLC, Dennis Hahn Construction Inc, Eric Luebbe Insurance Agency Inc, and BJCE Properties LLC. Jaime's involvement in these businesses requires minimal time and includes roles such as owner/secretary and 25% owner.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
State Farm Vp Management CORP.Broker
Fairway Asset Management, LLC
Spectrum Capital, INC.
Spectrum Capital, INC.Broker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Keith Redlin, CFPEdward Jones
- Michael Guilliatt, CFP, ChFCAusdal Financial Partners, INC.
- Chris Leaver, ChFCThrivent Advisor Network, LLC
- Todd Chaney, CFPAmeriprise Financial Services, LLC
- Todd Seawall, CFAFirst National Advisers, LLC
- Isaac Paden, CFP, ChFCOsaic Wealth, INC.