Jaimee Kristine Hansen
Professional Summary
Jaimee Kristine Hansen, who also goes by Jaimee Kristine Gubrud, was a registered financial advisor. Jaimee was a previously registered financial professional and started their career in finance 1997 - 2013. Jaimee had worked at 7 firms and has passed the Series 63, Series 6 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jaimee Kristine Gubrud
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
29 years registered in the securities industry
Current & Past Employments
Past
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Current Firm
J & A, LLC | ROI FINANCIAL ADVISORS, LLC | ROI FINANCIAL | ROI FIN | R.O. I. FINANCIAL ADVISORS | LANCE JOHNSON & ASSOCIATES, INC. | J&A, INC.
Contact Information
Main Address
14675 Sw Millikan Way, Beaverton, OR 97003Phone Number
(503) 941-5925# of Employees
8SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,518AUM (Assets Under Management)
$264,156,070Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
J & A, LLC | ROI FINANCIAL ADVISORS, LLC | ROI FINANCIAL | ROI FIN | R.O. I. FINANCIAL ADVISORS | LANCE JOHNSON & ASSOCIATES, INC. | J&A, INC.
State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 2009About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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