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Jami Merrell

Seia

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About Jami Merrell

Jami Merrell is a registered investment advisor representative in Virginia. Jami has been in the industry since October 2010. Jami is currently registered with Seia. Jami has passed Series 63, 65, 7, 9, 10, and SIE exams. Previously Jami worked at Fidelity Brokerage Services LLC and AXA Advisors, LLC.

Firm Information

Jami Merrell is currently registered with Seia. Seia is a financial advisory firm based in Los Angeles, California. They offer financial planning, educational seminars, selection of other advisers, and portfolio management for individuals and businesses. Seia has a total of 103 registered representatives and manages approximately $14.2 billion in assets. The firm primarily serves high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
Seia

2121 AVENUE OF THE STARS

LOS ANGELES, CA 90067

$14.21B

Assets Under Management

74

Total Clients

108

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jami Merrell’s Registration & Firm History

VA

08/05/2024 - Present

Seia (Tysons VA)

VA

09/27/2011 - 07/30/2024

FIDELITY BROKERAGE SERVICES LLC (RESTON VA)

CT

06/30/2010 - 06/14/2011

AXA ADVISORS, LLC (MILFORD CT)

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Licenses & Designations

IA

Issued 02/05/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/12/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/19/2015

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/19/2014

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/29/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jami Merrell.
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