Jaime
Boyer
Kachkovsky & Fisher, Inc
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About this Advisor
Jaime Boyer is a financial advisor working in San Diego, California who has 2 years of relevant experience. Boyer currently works for Kachkovsky & Fisher, Inc. Throughout their career, Boyer has worked at Raymond James Financial Services Inc, Raymond James Financial Services Advisory, Inc, G. Michaelis, Inc and Kachkovsky & Fisher, Inc. Boyer maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Arizona and California. Kachkovsky & Fisher, Inc is a financial advisory firm headquartered in San Diego, CA. The firm has offices in two locations and a total of six employees. It has $175 million in assets under management among its 1,121 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. The firm serves four charities and foundations. Of its 1,121 accounts, 24% are held by high-net-worth clients who have more than $1 million in investable assets. Kachkovsky & Fisher, Inc has a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fees are based on which services the firm provides the client. Fee types charged by Kachkovsky & Fisher, Inc can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kachkovsky & Fisher, Inc Brokerage Details
$174,618,183
6
1,121
$155,770
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Jaime Boyer Work History
Jaime has been registered as a financial advisor for 2 years.*
Kachkovsky & Fisher, Inc
Kachkovsky & Fisher, Inc
Raymond James Financial Services Advisory, Inc
Raymond James Financial Services Inc
G. Michaelis, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jaime Boyer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kachkovsky & Fisher, Inc
Phoenix, AZ
Phoenix, AZ
San Diego, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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