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Jamie A Zelem

O'Shaughnessy Asset Management, LLC

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About Jamie A Zelem

Jamie A. Zelem is an investment advisor representative with O'Shaughnessy Asset Management, LLC, based in Stamford, CT. Jamie has been in the industry since 2006 and holds the Series 66, Series 7 and SIE exams. Jamie is a Chartered Financial Analyst. Jamie's previous experience includes roles with FRANKLIN DISTRIBUTORS, LLC, NUTMEG SECURITIES, LLC, MORGAN STANLEY SMITH BARNEY and CITIGROUP GLOBAL MARKETS INC. Jamie has specialized experience in portfolio management for individuals, investment companies and pooled investment vehicles. Jamie is registered to provide investment advisory services in Connecticut.

Firm Information

Jamie Zelem is currently registered with O'Shaughnessy Asset Management, LLC. O'Shaughnessy Asset Management, LLC is an investment advisor based in STAMFORD, CT with approximately $12,599,503,777 in regulatory assets under management. The firm provides portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. They also offer wrap fee programs and have experience managing assets for clients including high-net-worth individuals, corporations, charitable organizations, pension funds, and state or municipal government entities.
O'Shaughnessy Asset Management, LLC

100 FIRST STAMFORD PLACE

STAMFORD, CT 06902

$12.60B

Assets Under Management

1,070

Total Clients

38

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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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Assets under advisement (for uma)

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Jamie Zelem’s Registration & Firm History

CT

10/04/2023 - Present

O'Shaughnessy Asset Management, LLC (STAMFORD CT)

CT

04/13/2012 - 10/03/2023

FRANKLIN DISTRIBUTORS, LLC (STAMFORD CT)

CT

03/15/2011 - 06/29/2011

NUTMEG SECURITIES, LLC (GREENWICH CT)

CT

06/01/2009 - 12/16/2010

MORGAN STANLEY SMITH BARNEY (WESTPORT CT)

CT

12/21/2006 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (WESTPORT CT)

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Licenses & Designations

BOTH

Issued 01/29/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jamie A Zelem.
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