JB
Jaime L. Boyer
KACHKOVSKY & FISHER
Phoenix, AZ 85018
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CRD#: 2943508
JB
Professional summary
Jaime Lynne Boyer, who also goes by Jaime Lynne Snow, is a registered financial advisor currently at KACHKOVSKY & FISHER, INC. located in Phoenix, Arizona.
Jaime is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Jaime has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jaime Lynne Snow
Other business activities
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jaime Lynne Boyer's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 17, 2021 - Present
KACHKOVSKY & FISHER, INC.
Office #1: 3610 N. 44th St. Suite 220, Phoenix, AZ 85018RIA
CRD#: 117811
Phoenix, AZ
Past
August 10, 2001 - March 24, 2020
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
PHOENIX, AZ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
K&
KACHKOVSKY & FISHER, INC.
K & F ASSET MANAGEMENT, INC | KACHKOVSKY & FISHER, INC. | K. F ASSET MANAGEMENT, INC.
CRD#: 117811 / SEC#: 801-114268
RIA
Registered Investment Advisory firm - (11/9/2018 Approved)Arizona
Registered Investment Advisory firm - (11/12/2018 Terminated)California
Registered Investment Advisory firm - (4/11/2019 Terminated)Colorado
Registered Investment Advisory firm - (11/27/2018 Terminated)Florida
Registered Investment Advisory firm - (11/12/2018 Terminated)Illinois
Registered Investment Advisory firm - (11/8/2018 Terminated)Michigan
Registered Investment Advisory firm - (11/16/2018 Terminated)Texas
Registered Investment Advisory firm - (11/12/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arizona(12/21/2021)
IAR
California(12/17/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
K&
KACHKOVSKY & FISHER, INC.
K & F ASSET MANAGEMENT, INC | KACHKOVSKY & FISHER, INC. | K. F ASSET MANAGEMENT, INC.
CRD#: 117811 / SEC#: 801-114268
RIA
Registered Investment Advisory firm - (11/9/2018 Approved)Arizona
Registered Investment Advisory firm - (11/12/2018 Terminated)California
Registered Investment Advisory firm - (4/11/2019 Terminated)Colorado
Registered Investment Advisory firm - (11/27/2018 Terminated)Florida
Registered Investment Advisory firm - (11/12/2018 Terminated)Illinois
Registered Investment Advisory firm - (11/8/2018 Terminated)Michigan
Registered Investment Advisory firm - (11/16/2018 Terminated)Texas
Registered Investment Advisory firm - (11/12/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3202 Governor Drive Suite 204, San Diego, CA 92122
Mailing Address
3202 Governor Drive Suite 204, San Diego, CA 92122
Phone number
(858) 450-9711
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 413 |
| AUM (Assets Under Management) | $ 244,465,739 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
