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Jaimee Leigh Carnes

Elderado Financial, Inc

Montrose, CO

CRD 6205351

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Employer firm

Elderado Financial, Inc CRD 112908

$237M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Elderado Financial, Inc

1030 S. Townsend Ave Suite A, Montrose, CO 81401 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2020-01-04
  • CO RA
    APPROVED
    Since 2020-01-04

Branch Locations

1030 S. Townsend Ave Suite A, Montrose, CO 81401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Scottsdale AZ 06/2013 12/2019
Elderado Financial Montrose CO 01/2020 Present
  • 06/2013 → 12/2019
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 01/2020 → Present
    Elderado Financial
    Montrose, CO
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-07-16
  • S63 Uniform Securities Agent State Law Examination
    2013-07-16
Designations
  • Certified Financial Planner
Other Names
  • Jaimee Leigh Elder

View on SEC IAPD

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EDWARD JONES
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Nearby Investors

JASON GABRIEL NAPOLI
JUSTIN RUBETI MCKENNA
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Nearby Offices

HIGH COUNTRY CAPITAL MANAGEMENT · MONTROSE, CO
EDWARD JONES · Montrose, CO
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Montrose, CO

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