JC
JC

Jaime Nicole Cowper

13 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningReal Estate Investing
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
54 advisors
Number of Clients
13,126 clients
Average Client Portfolio
$264K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:None
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Location

348 S Waverly Rd, Suite 100, Holland, MI, 49423

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jaime is the founder and wealth advisor at Unity Financial Advisors and a licensed insurance agent, spending about a quarter of their time assessing client needs for insurance products and implementing insurance strategies. Jaime also works as an advisor mentor and owner, dedicating a few hours per week, and participates in speaking engagements, requiring minimal time.

Employment History
Current Registrations
Advisory Alpha, LLC
September 2020 - Present · 5 yrs 5 mos
Previous Registrations
Planners Alliance
March 2018 - September 2020 · 2 yrs 6 mos
Alphastar Capital Management, LLC
November 2014 - March 2018 · 3 yrs 4 mos
MML Investors Services, LLC
January 2012 - November 2014 · 2 yrs 10 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.
Jaime Nicole Cowper - Financial Advisor | TrueAdvisor