Jaime L. Quinones
STOCKADE WEALTH MANAGEMENT
Marlboro, NJ 07746
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CRD#: 5261003
Professional summary
Jaime Luis Quinones, CFP®, who also goes by Jaime Luis Quinones, Cfp, is a registered financial advisor currently at STOCKADE WEALTH MANAGEMENT located in Marlboro, New Jersey.
Jaime is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jaime has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jaime Luis Quinones, Cfp
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. 7/29/2013 - STOCKADE WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 11/6/2018 - No Business Name - Not Investment Related - At Reported Business Location(s) - Other-Notary Public - Started 04/27/2016 - 1 Hour Per Month During Securities Trading - Public Notary in the state of NJ. 3. 07/22/2019 - No Business Name - Not Investment Related - Fords, NJ 08863 - Real Estate Rental - Start Date: 07/15/2019 - 5 Hours Per Month/1 Hours During Securities Trading - 1/2 Duplex Rental. 4. 7/21/2020 - No Business Name - Investment Related - Fords, NJ 08863 - Real Estate Rental - Start Date: 7/20/2020 - 5 Hours Per Month/5 Hours During Securities Trading - 1/2 duplex single family residential rental. 5. 10/2/2013 - SOLE PROPRIETOR/INDEPENDENT INSURANCE AGENT - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE - TIME SPENT 15% - TO SELL FIXED INSURANCE PRODUCTS INCLUDING LIFE, HEALTH, DISABILITY, LONG-TERM CARE AND FIXED ANNUITIES. ALSO TO COLLECT RESIDUALS FROM EXISTING LIFEINSURANCE PRODUCTS ON THE BOOKS. 6. 04/17/2024 - Stockade Wealth Management - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 12/19/2023 - 100 Hours Per Month/ 7 Hours During Trading - I provide investment advisory services through Stockade Wealth Management, an independent investment advisor firm. I started this business activity in 12/2023. I expect to spend approximately 100 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Jaime Luis Quinones'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: 2016
Experience
Current
April 8, 2024 - Present
STOCKADE WEALTH MANAGEMENT
Office #1: 25 N. Main Street 2nd Floor, Marlboro, NJ 07746RIA
CRD#: 329480
Marlboro, NJ
Past
February 29, 2012 - December 18, 2024
LPL FINANCIAL LLC
RIA
CRD#: 6413
MARLBORO, NJ
Past
January 30, 2012 - October 22, 2025
LPL FINANCIAL LLC
BD
CRD#: 6413
MARLBORO, NJ
Past
December 15, 2006 - January 30, 2012
FORESTERS FINANCIAL SERVICES, INC.
BD
CRD#: 305
NEW YORK, NY
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
Florida(8/12/2024)
IAR
New Jersey(4/8/2024)
IAR
New York(4/19/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
SW
STOCKADE WEALTH MANAGEMENT
STOCKADE WEALTH MANAGEMENT | STOCKADE WEALTH MANAGEMENT LLC
CRD#: 329480 / SEC#:
Florida
Registered Investment Advisory firm - (8/12/2024 Approved)New Jersey
Registered Investment Advisory firm - (4/8/2024 Approved)New York
Registered Investment Advisory firm - (4/19/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
25 N. Main Street 2nd Floor, Marlboro, NJ 07746
Mailing Address
Phone number
(848) 248-4600
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 115 |
| AUM (Assets Under Management) | $ 16,525,200 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
