Jaime Ann Bollinger
CFP®Professional Summary
Jaime Ann Bollinger, CFP®, who also goes by Jaime Ann Susko, is a registered financial advisor currently at SUSKO WEALTH ADVISORS located in Naples, Florida. Jaime is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jaime has worked at 4 firms and has passed the Series 63 and Series 6TO exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jaime Ann Susko
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Videos & Posts
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Contact Information
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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.
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Credentials
Years of Experience
14 years in the financial services industry
Current & Past Employments
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Current Firm
SUSKO WEALTH ADVISORS | SUSKO WEALTH MANAGEMENT, LLC
Contact Information
Main Address
4850 Tamiami Trail North Suite 301, Naples, FL 34103Phone Number
(239) 598-0093# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
220AUM (Assets Under Management)
$51,910,948Similar Advisors
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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.
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State Registrations and Notice Filings
(5/3/2024)
(5/7/2024)
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.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 2022About the Series 6TO examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Jaime Ann Bollinger's CRS (Customer Relationship Summary).
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