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Profile jaime quiros
FBB Capital Partners
Bethesda, MD

Jaime Quiros

CFP®
Fee-Only Investment Managers. Choosing the right wealth managers isn't only logical. It's Personal!
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Meet Jaime

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Introduction - Jaime Quiros
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Financial Planning - Jaime Quiros
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Investment Approaches - Jaime Quiros
Video Transcripts

Named "Top Registered Investment Advisers (RIA)*" by Financial Times 300 (FT300) for 2017, 2016, 2015, and 2014.

Jaime teams with Sandy Kingsley, CPA. Whether in English or in Spanish, Jaime enjoys working with clients through their unique planning issues and their investment needs. Jaime’s previous experience includes time working on Wall Street as a trader as well as time working in multiple other market capacities including: market making, portfolio management,…

Named "Top Registered Investment Advisers (RIA)*" by Financial Times 300 (FT300) for 2017, 2016, 2015, and 2014.

Jaime teams with Sandy Kingsley, CPA. Whether in English or in Spanish, Jaime enjoys working with clients through their unique planning issues and their investment needs. Jaime’s previous experience includes time working on Wall Street as a trader as well as time working in multiple other market capacities including: market making, portfolio management, and private client lending.

Jaime graduated from Boston College, where he was a walk-on pitcher for the school’s baseball team; he was an academic scholarship recipient and earned a Bachelor of Arts degree in economics.

A former pro-baseball player, Jaime is originally from Panama, and presently resides in Rockville, MD with his growing family.

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*FT 300 Disclosure:
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June, 2017). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

Languages Spoken
Spanish

Services offered

Investment Management
Financial Planning
Retirement Planning
College Planning
Estate Planning
Insurance Management
Socially Responsible Investing

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Families

Fee structure

Based on % of assets

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Memberships

NAPFA - National Association of Personal Financial Advisors

Education

Bachelors
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