ASI Wealth Management

Trader
Bend, Oregon/

JaiDee joined ASI as part of the acquired Valentine Ventures team. JaiDee’s financial career started at Smith Barney, where she worked in client services, trading, and brokerage operations. While there, she earned her Series 7 & 63 securities licenses. Her 20+ years in the financial industry brings to ASI a wealth of knowledge. Currently, her responsibilities include the monitoring and management of security position sizes for client accounts, as well as the buying and selling of securities based on the model portfolios developed by the Investment Committee.

JaiDee has recently adopted Compliance responsibilities which includes developing and maintaining policies and procedures according to the SEC, ensuring our firm is held to the highest code of conduct that puts our clients best interest first.

JaiDee graduated from Blue Mountain Community College with an agriculture degree.  She is putting her degree to work on the family farm raising horses and cattle.  She also enjoys the outdoors and is up for just about any adventure, but her favorites include hunting, photography, team roping and traveling to rodeos in the summer with her husband.