Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Greenleaf is a financial advisor with over 28 years of experience in the industry. Jamie is currently registered with Onedigital Investment Advisors and previously worked with OSAIC WEALTH, INC., Triad Advisors, FINANCIAL TELESIS INC, GREENLEAF ADVISORS LLC, and AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.. Jamie specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and pooled investment vehicles.
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.
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.
1
2
KS
04/03/2020 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
NJ
02/22/2021 - 08/23/2024
TRIAD ADVISORS LLC (Wall NJ)
NY
10/01/2014 - 02/23/2021
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (HOLBROOK NY)
NJ
03/08/2006 - 10/02/2014
FINANCIAL TELESIS INC (RED BANK NJ)
NJ
05/05/2000 - 02/25/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
07/24/1995 - 05/09/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 08/02/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
01/05/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 12/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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