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Bulltick

Jaime DEL VALLE

By Yolanda Delgado

Jaime is an Associate in the Wealth Management division at Bulltick, where he joined the firm in 2023. He is responsible for supporting financial advisors in providing investment strategies, estate and financial planning, and portfolio management services to high-net-worth clients.

Before joining Bulltick, he worked for 3 years in a multifamily office for UHN individuals based in Mexico City. He holds a Bachelor’s Degree in Financial Management from Instituto Tecnológico Autónomo de México. He also passed FINRA’s Series 7 exam and FINRA’s Series 66 exam, qualifying him as a General Securities Representative and as an Investment Adviser Representative respectively. He holds the FINRA Series 7 and 66 licenses.

Check the background of this investment professional on FINRA’s BrokerCheck »