Jaime
Facchino

Prosperity - An Eisneramper Company

CRD#4699298
Investment Advisor
in Owings Mills, MD

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About this Advisor

Jaime Facchino is a financial advisor based in Owings Mills, Maryland, working with Prosperity - An Eisneramper Company. Jaime has previously held positions at Charles Schwab & Co., Inc, Alloy Investment Management, Foundations Investment Advisors, LLC, Apw Inc, Dai Securities, LLC, Prosperity - An Eisneramper Company, Ubs Financial Services Inc, Fsc Securities Corp, and Eisneramper. Jaime has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in South Carolina. Currently, Jaime is part of Prosperity - An Eisneramper Company, which operates out of Owings Mills, Maryland. The firm has 7 offices and 38 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at Prosperity - An Eisneramper Company includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10065 Red Run Boulevard Suite 200
Owings Mills, MD 21117

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Prosperity - An Eisneramper Company Brokerage Details

Total Assets Under Management

$1,067,790,947

MD Average: $6,889,882,315
Total Number of Employees

38

MD Average: 45
Total Number of Accounts

2,271

MD Average: 765
Average Account Size

$470,185

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Jaime Facchino Work History

2024 - Present (0 year)

Prosperity - An Eisneramper Company

2023 - Present (1 year)

Dai Securities, LLC

2022 - Present (2 years)

Eisneramper

2022 - 2022 (< 1 year)

Apw Inc

2022 - 2023 (1 year)

Apw Inc

2021 - 2022 (1 year)

Alloy Investment Management

2021 - 2022 (1 year)

Foundations Investment Advisors, LLC

2016 - 2021 (5 years)

Charles Schwab & Co., Inc

2015 - 2015 (< 1 year)

Fsc Securities Corp

2013 - 2014 (1 year)

Ubs Financial Services Inc

Disclosures

Please visit the SEC profile of Jaime Facchino 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 Prosperity - An Eisneramper Company

Michele Martin
Minneapolis, MN
Joseph Valenza
Owings Mills, MD
Lauren Rebbel
Owings Mills, MD
Jaime Facchino
Owings Mills, MD
Nancy Brzozowski
Owings Mills, MD
Ryan Tyrell
Owings Mills, MD
Sabrina Mangual
New York, NY
Sean Reitenbach
Owings Mills, MD

The content in this profile was updated by SmartAsset on 6/19/2024. 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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