Jasmine Bair

Wealth Advisor

Santa Fe - Downtown, New Mexico

Contact Jasmine

Jasmine Bair is a financial advisor who helps individuals and families align their money with their goals. She focuses on portfolio management, trade execution, and goal-based planning, guiding clients through investment strategy, retirement planning, and tax-efficient saving to support long-term financial success.
Jasmine brings experience across public service and financial planning roles, developing discipline, attention to detail, and analytical skills that support thoughtful financial decision-making. She earned a Bachelor of Science in Finance from Penn State and holds the Series 65 license.
Jasmine is motivated by a desire to bridge the gap between financial literacy and real-life decision-making. She combines analytical insight with a client-centered approach, helping clients understand their options and feel confident taking action toward long-term stability and freedom.
Outside of work, Jasmine enjoys reading and exploring new places with her family. She also values time spent outdoors and is committed to improving financial literacy in her community, particularly for women and young couples.

WE KEEP YOU INFORMED

You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.