Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie April Bond is a registered investment advisor representative with Corient. Jamie Bond has been in the industry since May 2013. Jamie Bond is also registered in Ohio. Jamie Bond's previous firm was PFS INVESTMENTS INC. in Sandy, UT. Jamie Bond has passed the following exams: Uniform Securities Agent State Law Examination, Securities Industry Essentials Examination and Investment Company Products/Variable Contracts Representative Examination. Jamie Bond's specializations include: Insurance and Annuities, Mutual Funds, Investment Advisory Services, Variable Annuities, Retirement Planning, College Savings Plans, Financial Planning, Estate Planning and Long-Term Care. Jamie Bond is currently affiliated with Corient, a firm that provides various financial services such as portfolio management, financial planning, pension consulting, educational seminars and market timing services.
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.
Guidance on pension options to ensure a secure financial future.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
OH
11/23/2022 - Present
Corient (COLUMBUS OH)
UT
05/24/2013 - 12/31/2015
PFS INVESTMENTS INC. (SANDY UT)
BC
Issued 05/30/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2015
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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