Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Roth is a licensed investment advisor representative, registered with the state of Pennsylvania. Jamie holds Series 6, 63, and 65 licenses. Jamie is currently employed by Encompass More Asset Management LLC in Danville, California. Jamie has experience working in the financial services industry since 2013, with prior experience at Primerica Financial Services, Ring Container Technologies, McClarrin Plastics, Solar Technologies Inc, and Alto Financial Group. Jamie also works as a Licensed Independent Insurance Agent.
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.
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.
1
2
PA
05/09/2024 - Present
Encompass More Asset Management LLC (Hanover PA)
PA
04/17/2017 - 12/31/2018
PFS INVESTMENTS INC. (ALLENTOWN PA)
IA
Issued 05/07/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Jamie Roth is the right advisor for you? Invested Better is here to help.
