Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Rene Hogan is a registered representative with Raymond James & Associates, Inc. Jamie has been in the securities industry for over 10 years. Prior to joining Raymond James & Associates, Inc., Jamie was a financial advisor with LPL Financial LLC and Morgan Stanley. Jamie is registered in Tennessee and is a Series 66, Series 7 and SIE licensed professional. Jamie also holds a FINRA registration with Raymond James & Associates, Inc. Jamie's firm offers a variety of advisory services, including financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. The firm manages over $433 billion in client assets.
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.
Please see note in schedule d - miscellaneous
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.
1
2
TN
01/14/2019 - Present
Raymond James & Associates, Inc. (NASHVILLE TN)
TN
09/01/2016 - 01/09/2019
LPL FINANCIAL LLC (BRENTWOOD TN)
TX
06/01/2009 - 01/30/2015
MORGAN STANLEY (DALLAS TX)
TX
04/21/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
BOTH
Issued 12/28/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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