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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bret? Claim Your ProfileBret Jamison is an investment advisor representative with Fidelity Personal And Workplace Advisors. Bret has been in the financial services industry since April 15, 2006. Bret holds the following licenses and registrations: Series 6, Series 7, Series 63, Series 66, and SIE. Bret is also registered in 53 states and the District of Columbia. Bret specializes in working with high-net-worth individuals, corporations, and pension plans. Bret provides financial planning services, educational seminars, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
02/13/2023 - Present
Fidelity Personal AND Workplace Advisors (SPRING BRANCH TX)
TX
09/30/2021 - 12/02/2022
CITIGROUP GLOBAL MARKETS INC. (San Antonio TX)
TX
12/07/2016 - 08/06/2021
J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)
TX
08/01/2007 - 07/10/2009
ONEAMERICA SECURITIES, INC. (AUSTIN TX)
OH
12/18/2000 - 06/07/2006
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
02/19/1999 - 12/31/2000
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
MA
06/16/1997 - 01/21/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
BOTH
Issued 01/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/13/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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