Mayflower Advisors
47yrs
Top advisor by experience at Mayflower Advisors
25yrs
Jaime Ackles has worked in the financial industry for 25 years and is a fiduciary financial advisor based in Boston, Massachusetts. Jaime joined Edelman Financial Engines in 2009, a firm offering financial planning, investment management, and retirement plan consulting. Edelman Financial Engines reports being paid through a percentage of assets, hourly fees, and subscription fees.
One of 3765 advisors with offices in Boston, and one of 3311 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?Top 22% by experience at Edelman Financial Engines
Office28 State Street, 21st Floor, Boston, MA 02109
How the firm is paid ?Percent of assets, Hourly, Subscription, Flat fee, Other
Typical client at the firm ?$375,508
Advisors at the firm727
States licensed ?1 state
Services through Edelman Financial Engines
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2009 – nowEdelman Financial EnginesCurrent firm
Contact Jaime
(833) 752-6333Firm headquarters in Santa Clara, CA. Ask for Jaime. 28 State Street, 21st FloorBoston, MA 02109Office · Get directions X (Twitter) pageEdelman Financial Engines
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Questions to ask Jaime
Tailored to Jaime’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jaime
How do I contact Jaime?
Call Edelman Financial Engines at (833) 752-6333 and ask for Jaime Ackles. Jaime works from the Boston, MA office.
How long has Jaime been a financial advisor?
Jaime has been in the industry since 2001, about 25 years. Top 22% by experience at Edelman Financial Engines.
What licenses does Jaime hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jaime a fiduciary?
Jaime is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jaime paid?
Edelman Financial Engines reports being paid by a percentage of the assets they manage, hourly fees, subscription fees, flat or fixed fees, other fees. Ask Jaime for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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