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Jamie Lynn Markline

W & S Brokerage Services, Inc.

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About Jamie Lynn Markline

Jamie Lynn Markline is a financial advisor based in Lafayette, Louisiana. Jamie Lynn is a registered representative with W&S Brokerage Services, Inc. and has been active in the industry since August 2024. Jamie Lynn specializes in providing investment advice to individuals and has a strong track record of success in helping clients achieve their financial goals. Jamie Lynn has passed the Series 6TO and SIE exams, demonstrating their commitment to continuing education and maintaining their professional license.

Firm Information

Jamie Markline is currently registered with W & S Brokerage Services, Inc.. W&S Brokerage Services, Inc. is a corporation formed in 1974 and headquartered in Cincinnati, Ohio. The firm provides investment advisory services to individuals and is registered with the SEC and in 52 states. With over 85 registered representatives, W&S Brokerage Services, Inc. manages over $122 million in assets for its clients, offering portfolio management services and selection of other advisers.
W & S Brokerage Services, Inc.

400 BROADWAY

CINCINNATI, OH 45202

$122.86M

Assets Under Management

451

Total Clients

434

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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percentage of assets

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

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Jamie Markline’s Registration & Firm History

LA

08/26/2024 - Present

W&S Brokerage Services, Inc. (Lafayette LA)

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Licenses & Designations

BC

Issued 08/23/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 06/06/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jamie Lynn Markline. Review regulatory record here.
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