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JA

Jaime Aldama

MOMENTUS SECURITIES
New York, NY
·CRD# 5060751·20 years experience

Professional Summary

Jaime Aldama, who also goes by Jaime Reyero, Jaime Reyero Aldama, Jamie Reyero-aldama, Jaime Reyeroaldama, is a registered financial advisor currently at MOMENTUS SECURITIES LLC located in New York, New York. Jaime is registered as a RR (Registered Representative) and started their career in finance in 2006. Jaime has worked at 4 firms and has passed the Series 63, Series 99TO, Series 7TO, Series 7 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jaime Reyero, Jaime Reyero Aldama, Jamie Reyero-Aldama, Jaime Reyeroaldama

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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.

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.

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Years of Experience

20 years in the financial services industry

Current & Past Employments

MOMENTUS SECURITIES LLC·CRD# 307780
BD
1. 1350 Broadway, Room/suite 2320, New York, NY 100182. Greenwich, CT
September 14, 2022 - Present
BARCLAYS CAPITAL INC.·CRD# 19714
BD
New York, NY
September 22, 2008 - February 10, 2017
LEHMAN BROTHERS INC.·CRD# 7506
BD
New York, NY
November 6, 2007 - September 22, 2008
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
BD
New York, NY
February 17, 2006 - October 29, 2007

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Current Firm

MS
MOMENTUS SECURITIES LLC

ALLIANCE SECURITIES LLC | RPS SECURITIES LLC | MOMENTUS SECURITIES LLC

CRD#: 307780 / SEC#: 801-120601, 8-70499
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)

Contact Information

Main Address

1350 Broadway Room/suite 2320, Houston, TX 10018

Mailing Address

1350 Broadway Room/suite 2320, New York, NY 10018

Phone Number

(646) 989-1120

Established

Texas since 01/15/2020

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
ALLIANCE SECURITIES MANAGER LLCMANAGING MEMBER—
ALDAMA, JAIMEPRESIDENT5060751
BUSH, SARAHCHIEF COMPLIANCE OFFICER5841363
GUNZENHAUSER, RADFORD MICHAELFINOP, PFO & POO7253452

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(5/23/2023)
RR
Alaska
(4/20/2023)
RR
Arizona
(5/8/2023)
RR
Arkansas
(6/14/2023)
RR
California
(5/1/2023)
RR
Colorado
(4/18/2023)
RR
Connecticut
(4/6/2023)
RR
Delaware
(4/18/2023)
RR
District of Columbia
(5/25/2023)
RR
Florida
(5/8/2023)
RR
Georgia
(4/12/2023)
RR
Hawaii
(6/1/2023)
RR
Idaho
(4/4/2023)
RR
Illinois
(6/28/2023)
RR
Indiana
(6/8/2023)
RR
Iowa
(4/4/2023)
RR
Kansas
(4/28/2023)
RR
Kentucky
(4/10/2023)
RR
Louisiana
(4/10/2023)
RR
Maine
(4/25/2023)
RR
Maryland
(4/18/2023)
RR
Massachusetts
(5/22/2023)
RR
Michigan
(4/7/2023)
RR
Minnesota
(1/12/2024)
RR
Mississippi
(4/3/2023)
RR
Missouri
(5/12/2023)
RR
Montana
(4/18/2023)
RR
Nebraska
(4/25/2023)
RR
Nevada
(4/17/2023)
RR
New Hampshire
(5/25/2023)
RR
New Jersey
(5/12/2023)
RR
New Mexico
(4/27/2023)
RR
New York
(9/27/2022)
RR
North Carolina
(4/6/2023)
RR
North Dakota
(5/2/2023)
RR
Ohio
(4/18/2023)
RR
Oklahoma
(5/4/2023)
RR
Oregon
(5/5/2023)
RR
Pennsylvania
(4/11/2023)
RR
Puerto Rico
(6/6/2023)
RR
Rhode Island
(4/18/2023)
RR
South Carolina
(4/4/2023)
RR
South Dakota
(5/3/2023)
RR
Tennessee
(4/11/2023)
RR
Texas
(4/3/2023)
RR
Utah
(4/5/2023)
RR
Vermont
(5/17/2023)
RR
Virgin Islands
(5/23/2023)
RR
Virginia
(4/11/2023)
RR
Washington
(4/26/2023)
RR
West Virginia
(4/20/2023)
RR
Wisconsin
(5/1/2023)
RR
Wyoming
(5/5/2023)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 2022About the Series 63 exam

Series 99TO — Operations Professional Examination

Passed Aug 2023About the Series 99TO exam

Series 7TO — General Securities Representative Examination

Passed Sep 2022About the Series 7TO exam

Series 7 — General Securities Representative Examination

Passed Feb 2006About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Dec 2023About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Jaime Aldama's CRS (Customer Relationship Summary).

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