Jaime Hefner

Member in Good Standing

Financial Advisor

Phoenix, AZ

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About Jaime

Jaime has been in the financial services industry since 1995. She joined Penniall & Associates, Inc. in April 2002 after beginning her career with UBS (formally PaineWebber, Inc.). In 2006 Jaime became Board Certified in Asset Allocation (BCAA^®) which was received from The Institute of Business and Finance. She currently holds the Series 7 and Series 66 registrations and is a Registered Representative with United Planners.

Jaime works in operations management, business development and marketing, and oversees the firm's departments on all new business. She also quarterbacks our Partner Advisors and estate planning clients. As a member of the Penniall & Associates Investment Committee, she contributes to asset management and portfolio design.

Jaime is committed to working with her clients to achieve their financial goals by providing both a comprehensive analysis of her clients' financial situation and a planning strategy for implementation.

Licenses

Series 7

Series 66

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Contact Jaime

Phoenix, AZ

Phone (818) 294-1170

At a Glance

IBF Designations 1

Member Since 2006

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Profile verified · March 2026

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1988

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