Jaime
Desmond

Ladenburg Thalmann Asset Management Inc

CRD#3174096
Investment Advisor
in New York, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jaime Desmond is a financial advisor who works out of New York, New York with a total of 19 years of relevant experience. Desmond currently works for Ladenburg Thalmann Asset Management Inc. Their career trajectory has included roles at Ladenburg Thalmann & Co. Inc, Black Diamond Financial, Inc and Ladenburg Thalmann Asset Management. Desmond maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and can advise clients in California, Florida, Georgia, Illinois, Louisiana, Maryland, Massachusetts, Nevada, New Jersey, New York, North Carolina, Pennsylvania and Vermont. Ladenburg Thalmann Asset Management Inc is a company based in New York, NY. The investment advisory business has offices in two locations and a total of 35 people on staff. It administers $3 billion in assets among its 3,408 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 24 charitable organizations. Of its 3,408 customer accounts, just 5% belong to high-net-worth investors who have at least $1 million in assets available to invest. Ladenburg Thalmann Asset Management Inc performs a broad range of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors usually vary depending on the financial services. Fee types charged by Ladenburg Thalmann Asset Management Inc most likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

19 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

640 Fifth Avenue 4Th Fl.
New York, NY 10019

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.

Ladenburg Thalmann Asset Management Inc Brokerage Details

Total Assets Under Management

$3,415,364,439

NY Average: $7,464,549,021
Total Number of Employees

35

NY Average: 88
Total Number of Accounts

3,408

NY Average: 3,892
Average Account Size

$1,002,161

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Jaime Desmond Work History

Jaime has been registered as a financial advisor for 19 years.*

2021 - Present (3 years)

Black Diamond Financial, Inc

2004 - Present (20 years)

Ladenburg Thalmann & Co. Inc

2004 - Present (20 years)

Ladenburg Thalmann Asset Management

*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 Desmond 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 Ladenburg Thalmann Asset Management Inc

Josephine Paribello
New York, NY
Robert Baisch
New York, NY
Anderson Schock
Charlotte, NC
Marc Weinberger
Boca Raton, FL
Jeffrey Caliva
New York, NY
Michael Meechan
New York, NY
Bruce Silver
New York, NY
Timothy Eng
New York, NY

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

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

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