Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Lee Yeisley is a financial advisor currently registered with CWM, LLC. Jamie has been in the financial industry since February 5, 2015. Jamie is licensed to provide investment advice in Iowa. Jamie previously worked with Cambridge Investment Research, Inc., Broker Dealer Financial Services Corp., and Berthel, Fisher & Company Financial Services, Inc.. Jamie is a Series 65, Series 63, Series 24, Series 7, and Series 99 licensed advisor. Jamie provides investment advice to individuals and other investment advisors and offers financial planning services.
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.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
1
2
IA
10/25/2023 - Present
CWM, LLC (Cedar Rapids IA)
IA
10/20/2018 - 08/13/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (Marion IA)
IA
10/25/2016 - 10/20/2018
BROKER DEALER FINANCIAL SERVICES CORP. (MARION IA)
IA
02/06/2015 - 11/04/2016
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (Cedar Rapids IA)
IA
Issued 10/09/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/06/2015
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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