Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Lynne Williams is a financial advisor with J.P. Morgan Securities LLC. Jamie has been in the financial services industry since 2000 and has experience with a variety of firms. Jamie holds Series 6, 7, 63, and 66 securities licenses, as well as the SIE exam. Jamie's current office is located in Lewisville, Texas.
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.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
04/08/2019 - Present
J.p. Morgan Securities LLC (Lewisville TX)
TX
10/18/2016 - 02/14/2019
CAPITAL ONE INVESTING, LLC (Plano TX)
TX
04/02/2015 - 09/01/2016
AMERIPRISE FINANCIAL SERVICES, INC. (DALLAS TX)
TX
10/04/2013 - 03/16/2015
WELLS FARGO ADVISORS, LLC (DALLAS TX)
FL
10/13/2000 - 12/13/2007
WACHOVIA SECURITIES, LLC (PALM BEACH FL)
BOTH
Issued 10/30/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2013
Series 7 - General Securities Representative Examination
BC
Issued 10/12/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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