Unclaimed Profile

Jaime Andres Benedetti

BEAM WEALTH ADVISORS, INC.·COVINGTON, Louisiana

SIE, Series 7, Series 66CFPClean record23 years registeredBEAM WEALTH ADVISORS, INC.

72096 RAMOS AVENUE, COVINGTON, LA 70433CRD# 4524413Firm CRD# 109867

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jaime Andres Benedetti · COVINGTON, LA

Registration

CRD #4524413 · BEAM WEALTH ADVISORS, INC. · 23 years registered

Brand Profile

Not yet started

Career History

BEAM WEALTH ADVISORS, INC.

Jan 2024 – present

PURSHE KAPLAN STERLING INVESTMENTS

Mar 2013 – present

BENEDETTI, GUCER & ASSOCIATES

Mar 2013 – Jun 2024

MALAGA, ANDALUSIA

AMERIPRISE FINANCIAL SERVICES, INC.

Feb 2003 – Mar 2013

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · February 24, 2003

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BEAM WEALTH ADVISORS, INC.

CRD 109867 · SEC 801-60334

AUM

$577M

Regulatory assets under management

Employees

2,656 client accounts

Services offered by BEAM WEALTH ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other advisory services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BEAM WEALTH ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Jaime Andres Benedetti offer?

Jaime Andres Benedetti specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COVINGTON, Louisiana for a consultation.

What are Jaime Andres Benedetti's credentials?

Jaime Andres Benedetti holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jaime Andres Benedetti located?

Jaime Andres Benedetti is based in COVINGTON, Louisiana, working with BEAM WEALTH ADVISORS, INC.. Their office serves clients in the COVINGTON metropolitan area and surrounding communities.

How does Jaime Andres Benedetti charge for services?

Jaime Andres Benedetti's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BEAM WEALTH ADVISORS, INC.?

BEAM WEALTH ADVISORS, INC. has approximately 17 employees and manages $577M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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