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Jamie Lee Felker

Abundance Wealth Counselors, LLC

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About Jamie Lee Felker

Jamie Lee Felker is an Investment Advisor Representative with Abundance Wealth Counselors, LLC. Jamie Lee Felker's office is located in STATE COLLEGE, PA. Jamie Lee Felker has been with Abundance Wealth Counselors, LLC since December 2005. Jamie Lee Felker has a Series 65 license. Jamie Lee Felker is currently registered in Pennsylvania. Jamie Lee Felker has a specialization in retirement planning.

Firm Information

Jamie Felker is currently registered with Abundance Wealth Counselors, LLC. Abundance Wealth Counselors, LLC is an investment advisor based in STATE COLLEGE, PA. The firm provides financial planning and portfolio management services to a range of clients, including high-net-worth individuals, pension and profit-sharing plans, individuals other than high-net-worth, corporations or other businesses, insurance companies, and pooled investment vehicles. Abundance Wealth Counselors, LLC manages approximately $1 billion to $10 billion in assets. The firm has 6 licensed agents, 9 investment advisor representatives, and 3 adviser representatives for other investment advisers.
Abundance Wealth Counselors, LLC

232 REGENT COURT

STATE COLLEGE, PA 16801

$1.19B

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jamie Felker’s Registration & Firm History

PA

03/15/2012 - Present

Abundance Wealth Counselors, LLC (STATE COLLEGE PA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jamie Lee Felker.
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