Jimmy
Fish

Aegis Wealth Management, Inc

CRD#6374704
Investment Advisor
in Guthrie Center, IA

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About this Advisor

Jimmy Fish is a financial advisor working in Guthrie Center, Iowa who has 2 years of industry experience. Fish is on the advisory team at Aegis Wealth Management, Inc. Their career trajectory has included roles at Edward Jones, Vnat Restaurants Inc, Bank Of America, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc, Jp Morgan Securities, LLC, Pacific Associates, Puritan Investment Advisors, Inc, Puritan Financial Group, Pruco Securities, LLC, The Prudential Insurance Co. Of America, Nylife Securities LLC, New York Life Insurance Co, Peak Trust Financial Companies, Eagle Strategies LLC and Aegis Wealth Management, Inc. Fish maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in California. Aegis Wealth Management, Inc is a company that has its headquarters in Guthrie Center, IA. It has offices in 26 locations and a total of 28 financial advisors. It handles $135 million in assets under management between its 1,147 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 1,147 client accounts, just 1% are held by high-net-worth clients who have at least $1 million in investable assets. Aegis Wealth Management, Inc performs a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely depend on which services are provided. However, fees billed by Aegis Wealth Management, Inc can consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

317 State Street
Guthrie Center, IA 50115

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Aegis Wealth Management, Inc Brokerage Details

Total Assets Under Management

$134,993,577

IA Average: $9,259,360,772
Total Number of Employees

28

IA Average: 166
Total Number of Accounts

1,147

IA Average: 7,189
Average Account Size

$117,693

IA Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Jimmy Fish Work History

Jimmy has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Aegis Wealth Management, Inc

2020 - Present (4 years)

New York Life Insurance Co

2020 - Present (4 years)

Eagle Strategies LLC

2020 - 2020 (< 1 year)

Pruco Securities, LLC

2020 - 2020 (< 1 year)

The Prudential Insurance Co. Of America

2020 - 2021 (1 year)

Nylife Securities LLC

2019 - 2020 (1 year)

Puritan Investment Advisors, Inc

2018 - 2020 (2 years)

Puritan Financial Group

2018 - 2020 (2 years)

Peak Trust Financial Companies

2017 - 2018 (1 year)

Jp Morgan Securities, LLC

2015 - 2017 (2 years)

Bank Of America, N.A

2015 - 2017 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2015 (1 year)

Edward Jones

2014 - 2014 (< 1 year)

Pacific Associates

2010 - 2014 (4 years)

Vnat Restaurants 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 Jimmy Fish 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 Aegis Wealth Management, Inc

Richard Spencer
Tewksbury, MA
Waldemar Dziedzic
Guthrie Center, IA
William Powers Iii
Wellington, FL
Nathan Kesling
Carmel, IN
Hunter Pistole
Guthrie Center, IA
Joshua Stephens
Guthrie Center, IA
Ryan Anderson
Caldwell, ID
Griffin Malatino
Wheat Ridge, CO

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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