Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Moulton is a financial advisor with Raymond James & Associates, Inc. in Boulder, CO. Jamie has been in the financial services industry since 1999 and is registered to offer securities and investment advisory services in a number of states. Before joining Raymond James & Associates, Inc., Jamie worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Citigroup Global Markets Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
06/14/2019 - Present
Raymond James & Associates, Inc. (BOULDER CO)
CO
07/11/2008 - 06/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOULDER CO)
CO
07/21/2000 - 07/28/2008
CITIGROUP GLOBAL MARKETS INC. (BROOMFIELD CO)
MO
09/17/1999 - 08/01/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
CA
12/05/1997 - 07/16/1998
GT GLOBAL, INC. (SAN FRANCISCO CA)
IA
Issued 10/24/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/10/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/04/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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