Jaime A. Bollinger

SUSKO WEALTH ADVISORS

Naples, FL 34103

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CRD#: 5863508

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jaime Ann Susko

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) RFG Advisory, LLC. 1400 Urban Center Drive, Ste 475, Vestavia Hills, AL 35242. RIA. 160 hrs/mo; 160 during trading hrs. 2) Susko Wealth Advisors. 4850 Tamiami Trail N, Suite 301, Naples, FL 34103. Owner/FA/IAR.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jaime Ann Bollinger'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^®

Certified Financial Planner

Start date: 2020

Experience

Current

May 3, 2024 - Present

SUSKO WEALTH ADVISORS

Office #1: 4850 Tamiami Trail North Suite 301, Naples, FL 34103

RIA

CRD#: 329858

Naples, FL

Past

June 27, 2022 - December 8, 2023

PRIVATE CLIENT SERVICES, LLC

CRD#: 120222

Naples, FL

Past

December 10, 2021 - May 2, 2024

RFG ADVISORY, LLC

RIA

CRD#: 158401

NAPLES, FL

Past

January 5, 2012 - December 10, 2021

SUSKO WEALTH MANAGEMENT, LLC

RIA

CRD#: 159362

Naples, FL

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
(5/3/2024)

IAR

Pennsylvania
(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

State Security Law Exam

Series 63

Date: 10/7/2022

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 6/26/2022

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SUSKO WEALTH ADVISORS

SUSKO WEALTH ADVISORS | SUSKO WEALTH MANAGEMENT, LLC

CRD#: 329858 / SEC#:

Florida

Registered Investment Advisory firm - (5/3/2024 Approved)

Pennsylvania

Registered Investment Advisory firm - (5/7/2024 Approved)

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Contact information

Main Address

4850 Tamiami Trail North Suite 301, Naples, FL 34103

Mailing Address

Phone number

(239) 598-0093

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	202
AUM (Assets Under Management)	$ 43,000,000

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.

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Jaime A. Bollinger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

SUSKO WEALTH ADVISORS

PRIVATE CLIENT SERVICES, LLC

RFG ADVISORY, LLC

SUSKO WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/7/2022

Series 6TO

Date: 6/26/2022

Current Firm

SUSKO WEALTH ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SUSKO WEALTH ADVISORS

TRUST BUT VERIFY

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