Jaime Niesley
Jaime Niesley is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Escondido, CA, with 10 years of industry experience. Jaime is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
144 South Grape St, Escondido, CA, 92025
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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 works as an office assistant for Wollman Wealth Designs, LLC, assisting with client paperwork and office tasks, dedicating full-time hours. Jaime also works as an insurance agent selling fixed insurance products for various companies, dedicating minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations20 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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