Jaime Redfern has been an investment adviser representative at Legacy Wealth Management since February 2021, and is not listed among the firm’s executive officers or direct owners.
Legacy Wealth Management, LLC is a Boise, ID firm with $629M under management, 3,416 clients and 39 advisers across 22 offices, as of its May 2026 filing.
- – present · 5 yearsMeridian, ID · Adviser representative · Firm CRD 174767
Investment adviser representative registrations
Jaime Redfern is registered as an investment adviser representative in Idaho, since February 2021.
- IdahoSince 9 February 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 September 2017 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 6862029
- Firm
- Legacy Wealth Management · CRD 174767
- Office
- Meridian, ID
- Registration
- Investment adviser registration
- In the industry since
- March 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Jaime Redfern work?
Jaime Redfern is an investment adviser representative registered through Legacy Wealth Management, LLC since February 2021, and is not listed among the firm’s executive officers or direct owners.
Is Jaime Redfern a financial advisor?
Yes. Jaime Redfern has a current investment-adviser registration in Idaho, through Legacy Wealth Management since February 2021.
How many years of experience does Jaime Redfern have?
Jaime Redfern has 7 years in the financial industry, since March 2019, across 1 adviser firm.
What exams has Jaime Redfern passed?
Jaime Redfern passed the Series 65 in September 2017.
Where is Jaime Redfern based?
Jaime Redfern’s registered office is in Meridian, ID.
Is Jaime Redfern registered with FINRA?
No. Jaime Redfern has no current broker registration.
How can I verify Jaime Redfern’s record?
Search CRD 6862029 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jaime Redfern’s full registration record.
