Jayme William Bresnahan
Professional Summary
Jayme William Bresnahan is a registered financial advisor currently at SUCCESSFUL RESOURCE MANAGEMENT, LTD. located in Johnston, Iowa. Jayme is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jayme has worked at 7 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
PRINCIPAL SECURITIES, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
PRINCIPAL SECURITIES, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
PRINCIPAL SECURITIES, INC.
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.
Similar Advisors
PRINCIPAL SECURITIES, INC.
Years of Experience
19 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
PRINCIPAL SECURITIES, INC.
Current Firm
SUCCESSFUL RESOURCE MANAGEMENT, LLC | SUCCESSFUL RESOURCES MANAGEMENT LTD | SUCCESSFUL RESOURCE MANAGEMENT, LTD.
Contact Information
Main Address
5721 Merle Hay Road Suite 14, Johnston, IA 50131Phone Number
(515) 279-1400# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
191AUM (Assets Under Management)
$43,336,162Similar Advisors
PRINCIPAL SECURITIES, INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
PRINCIPAL SECURITIES, INC.
State Registrations and Notice Filings
(11/19/2012)
(8/12/2015)
(7/1/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
PRINCIPAL SECURITIES, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Jayme William Bresnahan's CRS (Customer Relationship Summary).
Similar Advisors
PRINCIPAL SECURITIES, INC.