Jaime Ann Bollinger

Employer firm

Susko Wealth Advisors CRD 329858

$51.9M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 01/2012 → 12/2021
  Susko Wealth Management, Llc
  Naples, FL
• 12/2021 → 03/2023
  Rfg Advisory, Llc Dba Four Seasons Wealth Management
  Naples, FL
• 03/2022 → 12/2023
  Private Client Services, Llc
  Naples, FL
• 03/2023 → 04/2024
  Rfg Advisory, Llc
  Naples, FL
• 04/2024 → Present
  Susko Wealth Management, Llc D/B/A Susko Wealth Advisors
  Naples, FL

Previous Registrations

• 2021-12-10 → 2024-05-02
  Rfg Advisory, Llc
  Naples, FL
  Vestavia Hills, AL
  Naples, FL
  Bethlehem, PA
• 2012-01-05 → 2021-12-10
  Susko Wealth Management, Llc
  Allentown, PA
  Naples, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-10-07

Designations

• Certified Financial Planner

Other Names

• Jaime Ann Susko