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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Slaughter is an investment advisor representative at The Colony Group, LLC. Jamie is registered with the state securities authorities of Colorado, Nebraska and Texas. Jamie is a CERTIFIED FINANCIAL PLANNER™ professional and has a Series 65 license. Jamie has been in the financial services industry since November 2013. Previous employers include Strasbaugh Financial Advisory, Inc., Buckingham Asset Management, LLC, Buckingham Strategic Wealth, LLC and Ellerbrock-Norris Wealth Strategies LLC. Jamie specializes in working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities. The Colony Group, LLC is a registered investment advisor with more than $50 billion in assets under management. The firm provides a variety of advisory services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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NE
08/16/2024 - Present
THE Colony Group, LLC (OMAHA NE)
IA
Issued 07/11/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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