JT
JT

Jaime Troumbly

6 Years of Experience
Grand Rapids, MN
Broker

Jaime Troumbly is a registered investment advisor at Cetera Investment Advisers LLC, based in Grand Rapids, MN, with 6 years of industry experience. Jaime operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Grand Rapids, MN

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jaime is the alternate agent/successor power of attorney for his aunt, managing her property and personal affairs if the primary attorney is unavailable. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Investment Services, INC.Broker
August 2020 - September 2025 · 5 yrs 1 mo
Avantax Advisory Services
January 2020 - September 2025 · 5 yrs 8 mos
State Registrations9 states
ALAZCACOMNSDWAWIWY
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 Troumbly - Financial Advisor | TrueAdvisor