Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Ratner Rich is an Investment Advisor Representative at Sapient Capital LLC in Indianapolis, IN. Jamie has been in the industry since 2001. Jamie has experience in a wide range of financial services, including investment advisory services for individuals, families and businesses. Jamie specializes in providing financial planning, portfolio management, and selection of other advisors. Jamie has also served on the board of directors for several non-profit organizations. Jamie is also a Certified Financial Planner.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Family office services
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.
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2
IN
02/17/2023 - Present
Sapient Capital LLC (INDIANAPOLIS IN)
IN
04/13/2020 - 03/17/2023
STIFEL, NICOLAUS & COMPANY, INCORPORATED (INDIANAPOLIS IN)
IN
09/17/2010 - 04/13/2020
J.P. MORGAN SECURITIES LLC (INDIANAPOLIS IN)
IN
06/01/2009 - 09/14/2010
MORGAN STANLEY SMITH BARNEY (INDIANAPOLIS IN)
IN
04/20/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (INDIANAPOLIS IN)
IN
08/22/2002 - 06/30/2006
NATCITY INVESTMENTS, INC. (INDIANAPOLIS IN)
TX
01/01/2001 - 07/05/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 01/21/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 12/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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