Jaime Guevara

Jaime is a Client Relationship Manager/Investment Advisor Representative working directly with J. Bryan Philpott. Jaime has over nineteen years of experience in the financial services industry. He is proficient in global markets, financial planning and experience with many investment instruments and tax strategies.

Jaime began his career at Allstate at their national retail office in Charlotte serving their clients and internal partners. He later went on to work at Prudential Financial at their South Park office where he developed his own book of business as a Financial Advisor to small business owners across North and South Carolina. Before joining Aspire Private Capital in May 2016, Jaime worked as a Client Relationship Manager at Vanguard in their high-net-worth department where he was responsible for servicing a client group of $1.8 billion.

Jaime is an active member of the Latin American Coalition where he volunteers in the Volunteer Income Tax Assistance program (VITA) helping low-income families prepare their tax returns. He’s also a member of the Latin American Chamber of Commerce in Charlotte. Jaime has passed the Series 65 securities examination. Jaime is a New Jersey native and relocated to North Carolina in 2003. He enjoys listening to live music, being in nature, and spending time with his wife Limary, son Joaquin and twin daughters Elisa and Daniela.