Jayme Bresnahan
Jayme Bresnahan is a registered investment advisor at Successful Resource Management, LTD., based in Johnston, IA, with 17 years of industry experience. Jayme operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 111 clients with $43M 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 $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.10% |
| $2.5M+ | 1.00% |
Fee Estimator
Location
5721 Merle Hay Road, Suite 14, Johnston, IA, 50131
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
Jayme is a partner in Bresnahan Family Limited Partners, a farmland owner, and an officer in Cartright & Kennedy Inc., a holding company, dedicating minimal time to each. Jayme also owns and manages commercial property and works as an insurance agent, dedicating a few hours per week to each.
Employment History
Current Registrations
Successful Resource Management, LTD.
Previous Registrations
Investacorp, INC.Broker
Broker Dealer Financial Services CORP.Broker
Investment Advisors CORP
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
Bancwest Investment Services, INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
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.