Jude Jaime

Jude Jaime is a Financial Planning Associate at Aspen Wealth Management, where he supports the planning team through the analysis, creation, and ongoing maintenance of client financial plans. His work spans cash flow analysis, retirement projections, tax strategy modeling, estate planning support, and portfolio allocation reviews, helping the firm deliver thoughtful, well-rounded guidance to every client it serves. 

Jude earned his Bachelor of Business Administration in Finance through the Business Honors Program, with a minor in Financial Planning, from Texas A&M University’s Mays Business School. Looking ahead, he plans to earn his CERTIFIED FINANCIAL PLANNER® certification, deepen his knowledge of tax planning, and continue developing as an advisor serving families and individuals through holistic financial planning. 

Jude’s approach to his work bridges technical rigor with genuine human connection. His experience building financial planning models sharpened his precision and attention to detail, while his client-facing background strengthened his ability to listen, simplify complex ideas, and build trust. Jude was drawn to financial planning after seeing the financial insecurity many families in his community faced. He is passionate about helping clients navigate important financial decisions with clarity and confidence and believes everyone deserves a clear path through life’s major transitions. Guided by the belief that “Every challenge is a lesson to be learned,” Jude approaches each day as an opportunity to grow, take on new challenges, and become a better version of himself for the clients and colleagues who rely on him. 

Outside of work, Jude enjoys golfing, bowling, and traveling. Staying active and exploring new places helps him stay energized, focused, and grounded in both his personal and professional life.