Five Star award winner Jaime Barretta

PROFESSIONAL PROFILE

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Jaime Barretta

Principal

LPL Financial

63 Natoma St Ste 170

Folsom, CA 95630

Office: 916-293-8512

jaime@barrettawealth.com
www.barrettawealth.com

Professional Approach

I began investing early in life with the assistance of my father and grandfather, who taught me, at the age of 12, how to manage my college savings account. From then on I have been passionate about the financial markets and have taken a vested interest in helping people understand what their financial goals are. I enjoy listening to people and leverage my experience to assist them in making the most informed financial decisions possible. After college graduation I went to work as a hydrologist for an environment firm, but quickly realized that my passion and desire was to work for myself in the financial industry. With the encouragement of the environmental firms owner, who recognized my entrepreneurial spirit, I re-enrolled in school. Taking this advice, in 2003 I became an advisor and quickly grew a loyal client base that is very important to me.

Being ranked one of the top Sacramento Five Star Wealth Managers in 2013 through 2025 is a great source of pride and fills me with a huge sense of gratitude. Continuing to grow my professional accreditation, in 2006 I became an Accredited Asset Management Specialist (AAMS) and maintain that designation.

February 2016 brought the unexpected loss of my husband, making me a widow. This life changing event has provided me with incredibly personal insight in being able to assist my clients with unexpected life events.

I live in Granite Bay with my amazing daughter who brings me endless joy as we work to piece our lives back together. During the summer, our free time is spent swimming and hiking and during the winter you will find us snowboarding as much as we can.

See Accomplishments

This award was issued on 02/01/2026 by Five Star Professional (FSP) for the time period 05/15/2025 through 12/03/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1329 Sacramento-area wealth managers were considered for the award; 82 (6 % of candidates) were named 2026 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2025: 1,288, 39, 3%, 2/2/25, 5/15/24 - 11/29/24; 2024: 1,163, 110, 9%, 2/1/24, 5/15/23 - 11/30/23; 2023: 946, 107, 11%, 2/1/23, 6/6/22 - 12/9/22; 2022: 1,082, 94, 9%, 2/1/22, 6/14/21 - 12/10/21; 2021: 1,080, 96, 9%, 2/1/21, 6/1/20 - 12/18/20; 2020: 1,006, 99, 10%, 2/1/20, 5/27/19 - 12/20/19; 2019: 997, 115, 12%, 2/1/19, 5/31/18 - 12/21/18; 2018: 902, 99, 11%, 2/1/18, 6/2/17 - 12/29/17; 2017: 641, 170, 27%, 1/1/17, 4/26/16 - 12/28/16; 2016: 597, 179, 30%, 1/1/16, 8/5/15 - 12/31/15; 2015: 1,011, 210, 21%, 2/1/15, 8/5/14 - 12/31/14; 2014: 809, 167, 21%, 2/1/14, 8/5/13 - 12/31/13; 2013: 1,040, 202, 19%, 2/1/13, 8/5/12 - 12/31/12; 2012: 881, 175, 20%, 2/1/12, 8/5/11 - 12/31/11.

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Jaime Barretta is a Registered Representative with, and securities are offered through, LPL Financial. Member FINRA/SIPC.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.