Chief Executive Officer · Beam Wealth Advisors, Inc.
Jaime A. Benedetti
CRD 4524413 · Named on Form ADV at one SEC-registered adviser
At a glance
Beam Wealth Advisors, Inc., an SEC-registered wealth manager based in Covington, LA with $1.6 billion in regulatory assets, lists Jaime A. Benedetti on its Form ADV as Chief Executive Officer, a control person.
Firms and roles
- Beam Wealth Advisors, Inc.Chief Executive OfficerWealth manager · Covington, LA · $1.6B in regulatory assets
AtlasMembers
Jaime’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Amy L. BettsChief Compliance Officer, Beam Wealth Advisors, Inc.
- Baburhan GucerChief Financial Officer, Beam Wealth Advisors, Inc.
- Jennifer D. ClouseChief Operations Officer, Beam Wealth Advisors, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jaime’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.