Unclaimed
Jamie R. Spenthoff is a financial advisor with J.p. Morgan Institutional Investments Inc. Jamie has been in the financial services industry since 2010 and holds licenses in Indiana, Kentucky, Michigan, Ohio, and Pennsylvania. Jamie specializes in helping clients meet their financial goals.
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.
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.
1
2
NY
07/19/2023 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
MD
03/13/2017 - 07/20/2023
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
OH
06/01/2015 - 09/30/2016
ADVISER DEALER SERVICES, INC. (DUBLIN OH)
OH
10/05/2009 - 05/07/2015
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
IA
Issued 05/29/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2023
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/02/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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