Jaymes Aldrich
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Iron River, MI 49935
Credentials
Series 66
Industry experience
4 years
About
Jaymes Aldrich is a Series 66 licensed financial advisor with Edward Jones in Iron River, MI, bringing four years of industry experience. Prior to joining Edward Jones in 2021, he worked for River Valley Bank/Incrediblebank for five years and spent a year with Artisan Floral Events by Saley. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.
Client services
Based on Edward Jones
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Edward Jones
Wealth management
Tax-loss harvesting
Multi-generational wealth transfer
Fee options
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Location
425 N 3 Rd Ave
Iron River, MI 49935
Most active in
Jaymes A has reported serving >5 clients in these states in the last 12 months.
Michigan · Texas
Work history
Edward Jones
2021 - Present (5 years)
River Valley Bank/Incrediblebank
2016 - 2021 (5 years)
Artisan Floral Events by Saley
2016 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Lucas I
Series 65
Iron River, MI
Think Wealth Management
Lucas Isaacson is a financial advisor at Think Wealth Management in Iron River, MI, holding a Series 65 designation with one year of industry experience. His background includes roles at Isaacson Tax & Accounting, The Miners State Bank, and teaching positions at the University of Wisconsin-Green Bay and Michigan Technological University. Think Wealth Management provides investment advisory and pension consulting services to individuals, pension plans, charitable organizations, and businesses. The firm customizes portfolios based on client goals and risk tolerance, employing both long- and short-term trading strategies and offering discretionary and non-discretionary management.
Ryan M
Series 66
Iron River, MI
LPL Financial
Ryan Meske is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He has previously worked at First National Bank & Trust and Miners State Bank. In addition to his advisory work, he is a commissioned notary in the state of Michigan. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team, combining large-scale advisory operations with a broad range of product and service options.
Dean K
Series 66
Iron River, MI
Thrivent Investment Management
Dean Kaczorowski is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. He has 23 years of industry experience, all with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Kaczorowski serves as a corporation member of Bellin Gunderson Health System, providing advisory support and participating in board elections. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning. The firm provides written recommendations on a broad range of topics without discretionary trading authority and allows clients to combine planning with managed accounts under a consolidated billing option called WealthPlan.
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