Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Tyson Rodgers is an investment advisor representative at Independent Financial Partners. Jamie is a registered investment advisor in California, Florida, Georgia, Pennsylvania, and Virginia. Jamie has been in the industry since April 2006. Jamie holds Series 6, 63, and 65 licenses, as well as the SIE exam. Jamie specializes in providing financial planning, pension consulting, and investment advice to individuals, charitable organizations, corporations, and pension and profit-sharing plans. Jamie is committed to helping clients achieve 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.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
10/15/2019 - Present
Independent Financial Partners (Jacksonville Beach FL)
FL
02/23/2006 - 05/17/2019
FIRST COMMAND FINANCIAL PLANNING, INC. (JACKSONVILLE BEACH FL)
BC
Issued 06/28/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/25/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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