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Jamie Louise Kaestner

Saxony Capital Management, LLC

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About Jamie Louise Kaestner

Jamie Kaestner is a financial advisor with over 8 years of experience in the industry. Jamie is currently registered with Saxony Capital Management, LLC. Jamie is also registered with the states of Minnesota, Oklahoma, and Texas. Previously, Jamie worked at Calton & Associates, Inc., Summit Brokerage Services, Inc., and VSR Financial Services, Inc. Jamie holds the Series 7 and Series 66 licenses.

Firm Information

Jamie Kaestner is currently registered with Saxony Capital Management, LLC. Saxony Capital Management, LLC is a Saint Louis, MO-based investment advisory firm that manages approximately $239.3 million in assets for a diverse range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and others. They offer a variety of advisory services, including financial planning, portfolio management, and selection of other advisors.
Saxony Capital Management, LLC

11152 S TOWNE SQUARE

SAINT LOUIS, MO 63123

$239.29M

Assets Under Management

Not reported

Total Clients

36

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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other

Consulting fees to ria's, finders fees, fees third party manager

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Jamie Kaestner’s Registration & Firm History

MO

11/01/2023 - Present

Saxony Capital Management, LLC (SAINT LOUIS MO)

OK

05/08/2017 - 10/23/2020

CALTON & ASSOCIATES, INC. (Edmond OK)

OK

09/01/2016 - 05/15/2017

SUMMIT BROKERAGE SERVICES, INC. (EDMOND OK)

OK

02/18/2015 - 09/01/2016

VSR FINANCIAL SERVICES, INC. (EDMOND OK)

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Licenses & Designations

BOTH

Issued 04/02/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/18/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jamie Louise Kaestner.
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