Jayme Bresnahan
Successful Resource Management · Johnston, Iowa
Jayme Bresnahan is a fee-only financial advisor at Successful Resource Management in Johnston, Iowa. Successful Resource Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Successful Resource Management |
|---|---|
| Based in | Johnston, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $43.3M across 191 accounts |
| SEC registration | Investment adviser representative in IA, MO, TX · CRD 5422040 |
| Exams passed | Series 66 (2007) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.srmltd.com |
How Jayme's firm compares
- Successful Resource Management's average account is about $227,000, from its Form ADV (assets managed divided by 191 accounts).
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Questions about Jayme
Is Jayme Bresnahan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jayme holds no broker registration, and Successful Resource Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jayme charge for financial advice?
Jayme's firm, Successful Resource Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jayme Bresnahan based?
Jayme Bresnahan is based in Johnston, Iowa.
Is Jayme Bresnahan registered with the SEC?
Yes. Jayme Bresnahan is registered as an investment adviser representative in IA, MO and TX (CRD 5422040), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Successful Resource Management manage?
Successful Resource Management reports $43.3M across 191 accounts in assets under management.
How do I contact Jayme Bresnahan?
Through Jayme's website, www.srmltd.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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