JB
CFP
JB
CFP

Jaime Andres Benedetti

23 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
2,151 clients
Average Client Portfolio
$611K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$75K
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Location

Atlanta, GA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Jaime is a principal and financial advisor at Beam Wealth Advisors, Inc. and CEO of Benedetti & Gucer Properties, a real estate management company, among other ventures including timber and tax services; Jaime also owns half of BGA Teams Insurance Agency LLC. Jaime dedicates a few hours per week to fixed insurance sales and service, and minimal time to the insurance agency.

Employment History
Current Registrations
Beam Wealth Advisors, INC.
January 2024 - Present · 2 yrs 1 mo
Purshe Kaplan Sterling Investments
March 2013 - Present · 12 yrs 11 mos
Purshe Kaplan Sterling InvestmentsBroker
March 2013 - Present · 12 yrs 11 mos
Previous Registrations
Benedetti, Gucer & Associates
March 2013 - June 2024 · 11 yrs 3 mos
Ameriprise Financial Services, INC.
February 2003 - March 2013 · 10 yrs 1 mo
Ameriprise Financial Services, INC.Broker
May 2002 - March 2013 · 10 yrs 10 mos
Ids Life Insurance CompanyBroker
May 2002 - July 2006 · 4 yrs 2 mos
State Registrations9 states
AKFLGALANCNJORSCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.