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Jaime Guillermo Quiros

Jaime G. Quiros

FBB CAPITAL PARTNERS
Bethesda, MD 20814
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CRD#: 4324788
Jaime Guillermo Quiros

Professional summary


Jaime Guillermo Quiros, CFP®, who also goes by Jaime G Quiros, is a registered financial advisor currently at FBB CAPITAL PARTNERS located in Bethesda, Maryland.

Jaime is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Jaime has worked at 5 firms and has passed the Series 66, Series 63, Series 7, Series 56 and Series 6 exams.

top-8-questions

Question & Answer


What are your service offerings?
Investment Planning
Comprehensive Financial Planni...
Retirement Planning
Do you have an area of expertise or specialization?
High Net Worth Client Needs
Investment Advice with Ongoing...
Medical Professionals
Professional Athletes or Enter...
Socially Responsible Investmen...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases


Jaime G Quiros

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.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Jaime Guillermo Quiros's CRS (Customer Relationship Summary).
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®
CFP®

Start date: 2015

Experience


Current

September 10, 2014 - Present

FBB CAPITAL PARTNERS

Office #1: 4520 East-west Highway Suite 450, Bethesda, MD 20814
RIA
CRD#: 108967
Bethesda, MD
Past

February 11, 2013 - August 14, 2014

AMERITAS INVESTMENT COMPANY, LLC

RIA
CRD#: 14869
ROCKVILLE, MD
Past

January 2, 2013 - August 14, 2014

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
ROCKVILLE, MD
Past

April 8, 2011 - September 21, 2012

AVATAR SECURITIES, LLC

BD
CRD#: 147763
NEW YORK, NY
Past

May 21, 2007 - September 19, 2008

G-2 TRADING,LLC

BD
CRD#: 44018
NEW YORK, NY
Past

January 4, 2001 - December 31, 2002

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA

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".
FBB CAPITAL PARTNERS
FBB CAPITAL PARTNERS
FBB CAPITAL PARTNERS | WEALTHTRUST·FBB | WEALTHTRUST | FULTON BREAKEFIELD BROENNIMAN,LLC

CRD#: 108967 / SEC#: 801-57836

RIA
Registered Investment Advisory firm - (8/4/2000 Approved)

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
Maryland
(9/10/2014)
IAR
Texas
(9/20/2019)
IAR
Virginia
(9/10/2014)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 2/2/2013
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 56
Date: 12/6/2011
Proprietary Trader Qualification Examination
General Industry/Product Exam

Current Firm


FBB CAPITAL PARTNERS
FBB CAPITAL PARTNERS
FBB CAPITAL PARTNERS | WEALTHTRUST·FBB | WEALTHTRUST | FULTON BREAKEFIELD BROENNIMAN,LLC

CRD#: 108967 / SEC#: 801-57836

RIA
Registered Investment Advisory firm - (8/4/2000 Approved)
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Contact information


Main Address
4520 East-west Highway Suite 450, Bethesda, MD 20814
Mailing Address
Phone number
(301) 657-8870
Established
Firm type
Fiscal year end
# of Employees
21

SEC notice filing (23 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (10/2/2025)

Regulatory assets under management


Total Number of Accounts2,990
AUM (Assets Under Management)$ 2,161,443,887

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.

Company Information


FBB CAPITAL PARTNERS

FBB CAPITAL PARTNERS

CRD#: 108967Bethesda, MD 20814

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Contact information


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