Jaime
Benedetti

Benedetti, Gucer & Associates

CRD#4524413
Investment Advisor
in Atlanta, GA
Are you Jaime Benedetti? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jaime Benedetti is a certified financial planner whose office is in Atlanta, Georgia. Currently an investment advisor with Benedetti, Gucer & Associates, they have accumulated 16 years of work experience as a financial advisor. Benedetti maintains a Series 66 license, which designates the advisor as both a securities agent and an investment advisor representative. Benedetti can advise investors in Georgia. The advisor has gained experience at Ameriprise, Ids Life Insurance Company, Benedetti, Gucer & Associates and Purshe Kaplan Sterling Investments. Benedetti, Gucer & Associates is based out of Atlanta, Georgia. In aggregate, Benedetti, Gucer & Associates manages $121 million in assets throughout 1,081 accounts and retains seven staff members. The level of assets currently under the firm's management places it among the mid-sized investment advisory firms in the United States. The firm manages 1,027 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 2% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Benedetti, Gucer & Associates offers financial planning services and portfolio management for individuals and small businesses. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

7000 Peachtree Dunwoody Rd Ne Building 6 Suite 100
Atlanta, GA 30328

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Benedetti, Gucer & Associates Brokerage Details

Total Assets Under Management

$168,792,548

GA Average: $3,570,121,308
Total Number of Employees

7

GA Average: 58
Total Number of Accounts

1,242

GA Average: 1,608
Average Account Size

$135,904

GA Average: $2,220,225

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Jaime Benedetti Work History

Jaime has 16 years of experience.

2013 - Present (6 years)

Benedetti, Gucer & Associates

2013 - Present (6 years)

Purshe Kaplan Sterling Investments

2002 - 2013 (11 years)

Ameriprise

2002 - 2013 (11 years)

Ids Life Insurance Company

Disclosures

Jaime Benedetti has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started