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Jamie Charrise Eichwald

Kestra Investment Services, LLC

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About Jamie Charrise Eichwald

Jamie Charrise Eichwald is a registered representative with Kestra Investment Services, LLC. Jamie is licensed in New Mexico. Jamie has been in the securities industry for over 6 years. Jamie holds the Series 6, Series 63, and SIE licenses. Jamie has previously worked at SII Investments, Inc.

Firm Information

Jamie Eichwald is currently registered with Kestra Investment Services, LLC. Kestra Investment Services, LLC is a Limited Liability Company formed in September 2014 and is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 14 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

302

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.

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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Jamie Eichwald’s Registration & Firm History

NM

03/24/2023 - Present

Kestra Investment Services, LLC (Albuquerque NM)

NM

11/01/2017 - 03/30/2021

KESTRA INVESTMENT SERVICES, LLC (Albuquerque NM)

NM

07/19/2016 - 11/02/2017

SII INVESTMENTS, INC. (ALBUQUERQUE NM)

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Licenses & Designations

BC

Issued 03/10/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/21/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Jamie Charrise Eichwald. Review regulatory record here.
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