Jaime Macias is a registered investment advisor at Insight Securities, INC., based in Coral Gables, FL, with 18 years of industry experience. Their firm serves 48 clients with $94M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2100 Ponce de Leon Blvd., Suite 960, Coral Gables, FL, 33134
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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 a registered investment advisor with Angelus Investment Consulting, Inc., dedicating full-time hours to this role. Jaime also refers clients to Premium Finance Group for life insurance and owns a personal condo rental, spending minimal time on each. Additionally, Jaime works as an independent contractor for Dr Mexicana, spending minimal time helping with knife sales.
Employment History
Current Registrations
Insight Securities, INC.
Insight Securities, INC.Broker
Angelus Investment Consulting, INC.
Previous Registrations
Loyola Asset Management LLC
Western International Securities
Western International Securities, INC.Broker
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.