Jaime Jo Malm

Employer firm

Iron Horse Financial Services LLC CRD 327802

$49.8M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2006 → Present
  Gradient Financial Group
  Arden Hills, MN
• 07/2019 → 11/2021
  Jaime Malm, Sole Proprietor Dba Iron Horse Financial
  Mcpherson, KS
• 02/2020 → 10/2023
  Paladin Wealth, Llc
  Arden Hills, MN
• 11/2021 → 01/2025
  Iron Horse Financial, Llc
  Mcpherson, KS
• 07/2023 → Present
  Iron Horse Retirement Llc
  Mcpherson, KS
• 07/2023 → Present
  Iron Horse Financial Services Llc
  Mcpherson, KS
• 03/2023 → Present
  Iron Horse Financial Services Llc
  Mcpherson, KS
• 07/2013 → Present
  Iron Horse Properties Llc
  Mcpherson, KS

Previous Registrations

• 2020-02-14 → 2023-10-27
  Paladin Financial
  Mcpherson, KS
  Arden Hills, MN
• 2010-07-02 → 2014-03-25
  Gradient Advisors, Llc
  Arden Hills, MN

Other Businesses

1. GRADIENT FINANCIAL GROUP; NON-INVESTMENT RELATED; VICE PRESIDENT OF MARKETING;05/2006; ARDEN HILLS, MN; 160 HOURS A MONTH/160 HOURS DURING SECURITIES TRADING 2. Iron Horse Retirement LLC; Investment Related; Owner/Insurance Agent; 07/2023; McPherson, KS; Fixed Insurance Sales; 10-15 hours spent per month; 10-15 hours spent during securities trading hours; started 07/2023. 3. Iron Horse Properties LLC; Not Investment Related; Owner; Real Estate Ownership; McPerson, KS; 20 hours per month spent; 0 hours during securities trading hours; started 07/2013.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-11-26
• S63 Uniform Securities Agent State Law Examination
  2004-11-22

Other Names

• Jaime Jo Henderson
• Jaime Jo Crowther