Jaime F. Lobeira
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jaime F Lobeira was a registered financial professional .
Jaime is a previously registered financial professional and started their career in finance in 1996. Jaime had worked at 3 firms and has passed the Series 65, Series 66, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 30, 2012 - July 14, 2014
CREAND MANAGEMENT
May 11, 2005 - May 8, 2007
CREAND SECURITIES
November 15, 1996 - October 18, 2001
VECTORGLOBAL WMG
Primary Firm SEC Registration
CREAND MANAGEMENT
CRD#: 154894 / SEC#: 801-106772
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CREAND MANAGEMENT
CRD#: 154894 / SEC#: 801-106772
Contact information
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 140 |
| AUM (Assets Under Management) | $ 533,350,459 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/24/2025 | ||
| 04/17/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
