JM

Jaime Domenech Macias

18 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
22 advisors
Number of Clients
62 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$147.7M
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Advisor Information

Office location

2100 Ponce de Leon Blvd., Suite 960, Coral Gables, FL, 33134

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Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Jaime is a registered investment advisor with Angelus Investment Consulting, Inc., dedicating full-time hours to this role. Jaime also refers clients to Premium Finance Group for life insurance and owns a personal condo rental, spending minimal time on each. Additionally, Jaime works as an independent contractor for Dr Mexicana, spending minimal time helping with knife sales.

Employment History
Current Registrations
Insight Securities, INC.
February 2018 - Present · 7 yrs 11 mos
Insight Securities, INC. Broker
November 2017 - Present · 8 yrs 2 mos
Angelus Investment Consulting, INC.
November 2015 - Present · 10 yrs 2 mos
Previous Registrations
Loyola Asset Management LLC
September 2010 - June 2019 · 8 yrs 9 mos
Western International Securities
August 2010 - December 2012 · 2 yrs 4 mos
Western International Securities, INC. Broker
May 2007 - November 2017 · 10 yrs 6 mos
State Registrations4 states
FLILPRWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.