Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie H. Jones is a registered investment advisor representative with Dunham & Associates Investment Counsel, Inc. Jamie has been working in the financial services industry since 2018. Previously, Jamie held positions with ALPS Distributors, Inc., Sentinus-Halo Securities, LLC, and J.P. Morgan Institutional Investments Inc. Jamie holds a Series 63, Series 65, Series 7, and SIE licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset-allocation 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
TN
06/24/2024 - Present
Dunham & Associates Investment Counsel, Inc. (Nashville TN)
CO
10/29/2021 - 04/22/2022
ALPS DISTRIBUTORS, INC. (DENVER CO)
IL
08/19/2020 - 02/05/2021
SENTINUS-HALO SECURITIES, LLC (CHICAGO IL)
IL
11/01/2016 - 08/20/2020
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (CHICAGO IL)
IA
Issued 06/22/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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