Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Reed is a financial advisor with Wells Fargo Clearing Services, LLC. Jamie has been in the financial industry since 1998. Jamie is licensed to provide investment advice in Indiana and Ohio. Jamie specializes in providing financial advice to high-net-worth individuals, corporations, and charitable organizations.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MO
12/20/2023 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
OH
10/01/2012 - 01/03/2022
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
NY
08/28/2015 - 10/01/2016
J.P. MORGAN CLEARING CORP. (BROOKLYN NY)
NY
07/15/2015 - 08/27/2015
J.P. MORGAN CLEARING CORP. (BROOKLYN NY)
OH
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)
IL
10/04/1996 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 03/29/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/07/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/23/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/03/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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