Jaime
Hinojosa
Royal Alliance Associates, Inc
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About this Advisor
Jaime Hinojosa is a certified financial planner who works out of Lafayette, California who has 5 years of relevant experience. Hinojosa is an advisor for Royal Alliance Associates, Inc. During their career, the advisor has held roles at Transamerica Financial Advisors, Inc, Quality Wealth Management, Signator Investors, Inc and Royal Alliance Associates, Inc. Hinojosa has a Series 63 license, which qualifies them as a securities agent, and is able to operate in California. Royal Alliance Associates, Inc is a firm operating out of Jersey City, NJ. It has offices in 1,009 locations and a total of 3,704 people on staff. It controls $30 billion in assets under management across its 149,233 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides services to 191 charities and foundations. Of its 149,233 customer accounts, just 11% are associated with high-net-worth clients who have more than $1 million in assets. Royal Alliance Associates, Inc has a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually are based on which services are provided. However, fee types billed by Royal Alliance Associates, Inc most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Royal Alliance Associates, Inc Brokerage Details
$29,536,149,674
3,704
149,233
$197,920
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jaime Hinojosa Work History
Jaime has been registered as a financial advisor for 5 years.*
Royal Alliance Associates, Inc
Quality Wealth Management
Signator Investors, Inc
Transamerica Financial Advisors, 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 Hinojosa to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
