Jaime Quinones
Jaime Quinones is a CFP-designated registered investment advisor at Stockade Wealth Management, based in Marlboro, NJ, with 19 years of industry experience. Jaime operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 74 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5.0M - $1.0M | 0.40% |
| $1M+ | 0.40% |
Fees are negotiable for accounts over $10,000,000. Comprehensive wealth management services are offered at a negotiable annual fee between $7,500 and $30,500.
Fee Estimator
Location
25 N. Main Street, 2nd Floor, Marlboro, NJ, 07746
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 operates Stockade Wealth Management as a DBA for LPL business and provides investment advisory services through Stockade Wealth Management, an independent investment advisor firm, dedicating about two-thirds of their time to the latter. Jaime is also an independent insurance agent selling fixed insurance products including life, health, disability, long-term care, and fixed annuities, spending about 10-20% of their time on this.
Employment History
Current Registrations
Stockade Wealth Management
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
First Investors CorporationBroker
State Registrations3 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
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