Jaime
Redfern
Legacy Wealth Management, LLC
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About this Advisor
Jaime Redfern is a financial advisor who works out of Boise, Idaho who has 2 years of industry experience. Redfern currently works for Legacy Wealth Management, LLC. The advisor has gained experience at Legacy Wealth Management, LLC, Ledjr Tax, Jim Geddings Cpa Llp and Idaho State Tax Commission. Redfern maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to operate in Idaho. Legacy Wealth Management, LLC is a firm operating out of Boise, ID. The investment advisory business has offices in six locations and a total of 36 people on staff. It administers $251 million in assets under management between its 2,921 client accounts, placing it among the mid-sized firms in the country by assets under management. Of its 2,921 accounts, just 7% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The business offers a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors usually are based on which service is offered. However, fee types billed by Legacy Wealth Management, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Legacy Wealth Management, LLC Brokerage Details
$251,413,146
36
2,921
$86,071
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Jaime Redfern Work History
Jaime has been registered as a financial advisor for 2 years.*
Legacy Wealth Management, LLC
Ledjr Tax
Jim Geddings Cpa Llp
Idaho State Tax Commission
*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 Redfern 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 Legacy Wealth Management, LLC
Bountiful, UT
Burley, ID
Boise, ID
Bountiful, UT
Boise, ID
Boise, ID
Boise, ID
Boise, ID
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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