Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Wall is a financial advisor at Cresset Asset Management, LLC. Jamie has over 20 years of experience in the financial services industry. Jamie is registered in Georgia and holds the Series 63, 66, and 7 licenses, as well as the SIE. Jamie specializes in providing financial planning, portfolio management, and other advisory services to high-net-worth individuals, families, and institutions. Jamie previously worked at J.P. Morgan Securities LLC, Credit Suisse Securities (USA) LLC, Donaldson, Lufkin & Jenrette Securities Corporation, and Salomon Smith Barney 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.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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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GA
10/22/2021 - Present
Cresset Asset Management, LLC (Atlanta GA)
GA
11/21/2014 - 09/21/2021
J.P. MORGAN SECURITIES LLC (ATLANTA GA)
GA
01/17/2003 - 12/05/2014
CREDIT SUISSE SECURITIES (USA) LLC (ATLANTA GA)
NJ
04/20/2000 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
05/27/1999 - 04/24/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 03/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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