Jaime A. Benedetti
BEAM WEALTH ADVISORS
Atlanta, GA
Some features on this profile are disabled
CRD#: 4524413
Professional summary
Jaime Andres Benedetti, AIF®, CFP®, who also goes by James Andrew Benedetti, is a registered financial advisor currently at BEAM WEALTH ADVISORS, INC. located in Atlanta, Georgia and PURSHE KAPLAN STERLING INVESTMENTS located in Atlanta, Georgia.
Jaime is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Jaime has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
James Andrew Benedetti
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.
1.) BEAM WEALTH ADVISORS, INC (DBA BENEDETTI, GUCER & ASSOCIATES). INVESTMENT RELATED. AT REGISTERED LOCATION. RIA. PRINCIPAL, FINANCIAL ADVISOR. 03/2013, 160 HRS/MO; 2.) BENEDETTI &GUCER PROPERTIES. NOT INVESTMENT RELATED. REAL ESTATE MANAGEMENT.7000 PEACHTREE DUNWOODY RD, BUILDING 6, SUITE 100, ATLANTA GA 30328. CEO-REAL ESTATE MANAGEMENT. 10 HRS/MO; 3.) PKS FINANCIAL SERVICES; INVESTMENT RELATED 80 STATE STREET, ALBANY, NY 12207; FIXED INSURANCE; INSURANCE AGENT; SALES & SERVICE OF FIXED LIFE INSURANCE & ANNUITY CONTRACTS START DATE: 6/27/13; 4.) SOCCER COACH(EMPLOYEE)-NOT INVESTMENT RELATED-GRADY HIGH SCHOOL, 929 CHARLES ALLEN DR NE, ATLANTA, GA 30309 - HIGH SCHOOL SOCCER COACH-VARSITY BOYS SOCCER COACH-40 HRS/MO-1-2 DURING TRADING HRS. ORGANIZES PRACTICE, LINE-UPS FOR GAMES, SELECTS PLAYERS, ETC; 5.) CORPORATECUFFLINKS.COM-NOT INVESTMENT RELATED-7000 PEACHTREE DUNWOODY RD., BUILDING 6, SUITE 100, ATLANTA, GA 30328-CUFFLINK SALES WEBSITE-OWNER-0 HRS/MO-SITE IS NOT CURRENTLY OPERATIONAL; 6.) PEACHTREE LOFTS UNIT 824, LLC-NOT INVESTMENT RELATED-7000PEACHTREE DUNWOODY RD, BLDG 6, STE 100-OFFICE RENTAL-CEO-2013-10 HRS/MO-0 DURING TRADING HRS- MANAGES TENANT RELATIONSHIPS, NEGOTIATES LEASE RENEWALS, OVERSEES ONGOING PROPERTY MAINTENANCE, ETC; 7.) BENEDETTI & GUCER TIMBER, LLC-NOT INVESTMENT RELATED- 7000 PEACHTREE DUNWOODY RD, BLDG 6, STE 100-TIMBER-CEO-9/2017-10 HRS/MO-0 DURING TRADING HRS-OVERSEES OPERATIONS, NEGOTIATES WITH VENDORS, ETC. WORKS WITH FORESTRY CONSULTANT, GFC FOREST RANGERS, TREE NURSERY TO DETERMINE WHAT PROCEDURES ARE NEEDED; 8.) NOTARY PUBLIC; NOT INVESTMENT RELATED; 7000 PEACHTREE DUNWOODY RD NE. BLDG 6, STE 100, ATLANTA GA 30328; NOTARY; 2017; 0.1 HRS/MO; 0.1 HRS DURING TRADING; NOTARIZE FORMS. 9.) BGA TEAMS INSURANCE AGENCY LLC. INVESTMENT-RELATED. LOCATED AT 7000 PEACHTREE DUNWOODY RD, BUILDING 6, SUITE 100, ATLANTA, GA 30328. MANAGING MEMBER / 1/2 OWNER. INSURANCE AGENCY. START: 02/2023. 1 HR/MONTH; ALL DURING TRADING HOURS. OWNER/MANAGING MEMBER, SET UP INSURANCE AGENCY TO TO COMBINE INSURANCE SALES FOR BGA AND BEAM BRANCHES. 10.) TIMBER FARM. NOT INVESTMENT RELATED. 52 FULLEN ROAD, SPARTA, GA, 31087. TIMBER FARM. OWNER. START DATE: 06/24/2019. 1 HRS/ MONTH; ALL DURING TRADING HOURS. ORGANIZE LAND MANAGEMENT ACTIVITES THINNING, PRESCRIBED BURN, ETC. 11.) CATHOLIC FOUNDATION OF NORTH GA. INVESTMENT RELATED. 5871 GLENRDIGE DR, SUITE 300, ATLANTA, GA, 30328. INVESTMENT COMMITTEE. INVESTMENT COMMITTEE MEMBER. START DATE: 01/01/2018. 1 HRS/ MONTH; ALL DURING TRADING HOURS. REVIEWING AND APPROVING DISTRIBUTIONS TO VARIOUS CHURCHES AND SCHOOLS. REVIEWING INVESTMENT RETURNS FROM THE ENDOWMENT. 12.) BEAM Tax Services LLC. NOT INVESTMENT RELATED. 7000 PEACHTREE DUNWOODY RD., NE, BLDG 6 SUITE 100. TAX PREP. OWNER. 10/2024. 2 HRS/MONTH. 2 HRS DURING SECURITIES HRS. TAX PREP. 13.) Beam CPA Services, LLC. Non-Investment Related. 7000 PEACHTREE DUNWOODY RD, BUILDING 6, SUITE 100. CPA Services. Managing Member/Owner. 1/2025. 2. 2. CPA Services. 14.) AIRBNB. Not Investment Related. Atlanta, GA 30306. Rental Property. Owner. Start date 01/2025. 2Hrs/Month; 1Hr/Month during trading hours. Owner of Rental Property. 15.) BGA Teams, Inc. Non-Investment Related. 80 State Street, Albany NY, 12207. Holding Company. Managing Member. 01/2023. 1. 0. Managing member of holding company. 16.) Europa Point FC. Not investment related. Suite 4.3.02, Block 4, Eurotowers, GX11 1A Gibraltar. Professional Soccer Club. Minority Owner (2 %). 10/31/2025. 5 Hours per month, zero during trading hours. Overseeing club revenues and expenses.
CRS (Client Relationship Summary) - RIA
Click below to view Jaime Andres Benedetti'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®
CFP®
Start date: 2005
Experience
Current
January 4, 2024 - Present
BEAM WEALTH ADVISORS, INC.
Office #2: 7000 Peachtree Dunwoody Road, Ne Building 6, Suite 100, Atlanta, GA 30328RIA
CRD#: 109867
Atlanta, GA
Current
March 19, 2013 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 7000 Peachtree Dunwoody Rd, Ne, Bldg 6 Suite 100, Atlanta, GA 30328BD
CRD#: 35747
Atlanta, GA
Past
March 8, 2013 - June 17, 2024
BENEDETTI, GUCER & ASSOCIATES
RIA
CRD#: 166911
MALAGA, ANDALUSIA,
Past
February 24, 2003 - March 19, 2013
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
ATLANTA, GA
Past
May 10, 2002 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
May 10, 2002 - March 19, 2013
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
ATLANTA, 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".
BW
BEAM WEALTH ADVISORS, INC.
ADVOCACY FINANCIAL, LLC | WHIDDON WEALTH MANAGEMENT, LLC | UNIVERSAL FINANCIAL GROUP, INC | TRUE COMPASS FINANCIAL, LLC | THRESHOLD, INC. | SUMMIT INVESTMENT GROUP LLC | SOMMER INVESTMENTS, LLC | ROMANO INSURANCE & INVESTMENT GROUP | ROGERS AND ROGERS | PREMIER WEALTH MANAGEMENT GROUP | OBAN WEALTH MANAGEMENT LLC | MOUNTAIN WEST WEALTH | JUDD WEALTH MANAGEMENT | JOSEPH PIRETTI & ASSOCIATES | JDS WEALTH STRATEGIES | FINESTPLAN LC | FINANCIAL DESIGN GROUP | FINANCIAL AND INVESTMENT MANAGEMENT ADVISORS, INC. | FINANCIAL AND INVESTMENT & MANAGEMENT ADVISORS, INC. | DAVIS FINANCIAL | CYPRESS FINANCIAL GROUP | CHARLES BRYAN FINANCIAL GROUP | BGA WEALTH | BGA 401K | BENEDETTI, GUCER & ASSOCIATES | BEAM WEALTH ADVISORS, INC. | BEAM WEALTH ADVISORS | BEAM ASSET MANAGEMENT, LLC | BEAM ASSET MANAGEMENT
CRD#: 109867 / SEC#: 801-60334
RIA
Registered Investment Advisory firm - (6/22/2001 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(2/27/2023)
RR
Florida(4/3/2013)
RR
Georgia(3/19/2013)
IAR
Georgia(1/4/2024)
IAR
Louisiana(1/10/2024)
RR
New Jersey(4/3/2013)
RR
North Carolina(1/5/2018)
RR
Oregon(8/29/2023)
RR
South Carolina(2/13/2023)
IAR
Texas(6/10/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BW
BEAM WEALTH ADVISORS, INC.
ADVOCACY FINANCIAL, LLC | WHIDDON WEALTH MANAGEMENT, LLC | UNIVERSAL FINANCIAL GROUP, INC | TRUE COMPASS FINANCIAL, LLC | THRESHOLD, INC. | SUMMIT INVESTMENT GROUP LLC | SOMMER INVESTMENTS, LLC | ROMANO INSURANCE & INVESTMENT GROUP | ROGERS AND ROGERS | PREMIER WEALTH MANAGEMENT GROUP | OBAN WEALTH MANAGEMENT LLC | MOUNTAIN WEST WEALTH | JUDD WEALTH MANAGEMENT | JOSEPH PIRETTI & ASSOCIATES | JDS WEALTH STRATEGIES | FINESTPLAN LC | FINANCIAL DESIGN GROUP | FINANCIAL AND INVESTMENT MANAGEMENT ADVISORS, INC. | FINANCIAL AND INVESTMENT & MANAGEMENT ADVISORS, INC. | DAVIS FINANCIAL | CYPRESS FINANCIAL GROUP | CHARLES BRYAN FINANCIAL GROUP | BGA WEALTH | BGA 401K | BENEDETTI, GUCER & ASSOCIATES | BEAM WEALTH ADVISORS, INC. | BEAM WEALTH ADVISORS | BEAM ASSET MANAGEMENT, LLC | BEAM ASSET MANAGEMENT
CRD#: 109867 / SEC#: 801-60334
RIA
Registered Investment Advisory firm - (6/22/2001 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
72096 Ramos Avenue Suite D, Covington, LA 70433
Mailing Address
Phone number
(985) 893-1440
Established
Firm type
Fiscal year end
# of Employees
17
SEC notice filing (34 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,006 |
| AUM (Assets Under Management) | $ 1,314,316,357 |
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.
