Unclaimed
Jamie Elizabeth Stairs is a financial advisor licensed to sell securities in California, Texas, and Washington. Jamie has been in the financial industry since July 2014. Jamie is registered with J.P. Morgan Securities LLC, and is located in Menifee, CA. Jamie is a Series 6 and Series 63 licensed advisor. Jamie specializes in the following areas: Portfolio Management, Financial Planning, and Pension Consulting. Jamie has experience working with high net worth individuals, corporations, labor unions, insurance companies, charitable organizations, and pension and profit-sharing plans.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
07/29/2014 - Present
J.p. Morgan Securities LLC (MENIFEE CA)
BC
Issued 07/02/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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