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Jaime Cutler

9 Years of Experience
Frisco, TX
1 DisclosureBroker

Jaime Cutler is a registered investment advisor at Raymond James & Associates, INC., based in Frisco, TX, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

6303 Cowboys Way, Suite 425, Frisco, TX, 75034

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History

Regulatory History (1)
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Criminal
April 2006
Final Disposition
Other Business Activities

Jaime is listed as part owner of View Medical LLC, created for periodic sales of medical devices, since 2019. Jaime dedicates minimal time to this business, primarily for administrative tasks like recordkeeping and depositing checks.

Employment History
Current Registrations
Raymond James & Associates, INC.
November 2022 - Present · 3 yrs 6 mos
Raymond James & Associates, INC.Broker
November 2022 - Present · 3 yrs 6 mos
Raymond James & Associates, INC.
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
July 2021 - October 2022 · 1 yr 3 mos
Stifel, Nicolaus & Company, Incorporated
July 2021 - October 2022 · 1 yr 3 mos
Rockefeller Capital Management
November 2019 - July 2021 · 1 yr 8 mos
Rockefeller Financial LLCBroker
November 2019 - July 2021 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2016 - November 2019 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2016 - November 2019 · 3 yrs 5 mos
State Registrations1 state
TX
AdvisorBrokerBoth

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
No exam information available for this advisor.
Jaime Cutler - Financial Advisor | TrueAdvisor