Jaime Bartholomew

Hi! My name is Jaime and I’ve been in the financial industry for over 15 years. During this time, I have developed a strong understanding and knowledge in financial planning, investments, and retirement planning.

My role as Retirement Education Specialist and Associate Advisor at HUB Retirement and Wealth Management has included group presentations on several different retirement related topics and one-on-one consultations with participants to discuss their individual goals and concerns. In addition, I work closely with our Financial Advisors to aid in creating financial and investment plans for many of our existing clients. I strongly believe in the power of financial planning education and am passionate about helping each client understand investment choices to best suit their current and future financial goals.

I am a proud graduate of the University of Denver where I received my Bachelor of Arts degree. In addition, I hold the Series 6, 7, and 63 securities registrations through LPL Financial and Life and Health and Long Term Care licenses.