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Jaime Cutler

Raymond James & Associates, INC.
10 Years of Experience
Frisco, TX
1 DisclosureBroker
View SEC Summary
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Jaime Cutler is a registered investment advisor at Raymond James & Associates, INC., based in Frisco, TX, with 10 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.

Raymond James & Associates, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5819 advisors
Number of Clients
531,617 clients
Average Client Portfolio
$942K average
Assets Under Management
$501.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

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
View Full SEC ReportHow to Read Disclosures
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 11 mos
Raymond James & Associates, INC.Broker
November 2022 - Present · 3 yrs 11 mos
Raymond James & Associates, INC.
November 2022 - Present · 3 yrs 11 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.
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