Jaime P. Location
New York, NY, US
Jaime P. Work
- 2025 - now Director, Advisor Operations @ Gladstone Wealth Partners
- 2022 - 2025 Director of Client Services | Financial Consultant @ OnePoint BFG Wealth Partners
- 2023 - 2024 Chief of Staff to COO | Client Service Manager @ OnePoint BFG Wealth Partners
- 2022 - 2024 Client Service Manager and Integration and Onboarding Specialist @ OnePoint BFG Wealth Partners
- 2021 - 2022 Branch Administrator and Head of Transitions @ INC Advisors - LPL Financial OSJ
- 2018 - 2022 Client Relationship @ LPL Financial
- 2018 - 2022 Project Manager - Registered Assistant @ LPL Financial
- 2016 - 2018 Practice Coordinator @ FHC Wealth Advisors
- 1993 - 1997 Managing Director @ Shorou International
- 1987 - 1993 Vice President @ Lehman Brothers
Jaime P. Education
- Fashion Institute of Technology
Associate of Arts (A.A.) (Advertising and Communications)
1986 - 1987 - State University of New York College at Oneonta
Bachelor’s Degree (Fine and Studio Arts)
1983 - 1986
Jaime P. Summary
Jaime P., based in New York, NY, US, is currently a Director, Advisor Operations at Gladstone Wealth Partners. Jaime P. brings experience from previous roles at Bleakley Financial Group and INC Advisors - LPL Financial OSJ. Jaime P. holds a 1986 - 1987 Associate of Arts (A.A.) in Advertising and Communications @ Fashion Institute of Technology. Jaime P. has 1 emails on RocketReach.
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Jaime P.
Director, Advisor Operations at Gladstone Wealth Partners
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