Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Williams is an active investment advisor with over 25 years of experience in the industry. Jamie has been registered with J.p. Morgan Securities LLC since 2008. Previously, Jamie has held positions at J.P. MORGAN SECURITIES INC., RYAN BECK & CO., SUNTRUST INVESTMENT SERVICES, INC., SUNTRUST CAPITAL MARKETS, INC. and THE ROBINSON-HUMPHREY COMPANY, LLC. Jamie holds several industry licenses, including Series 7, 16, 87 and SIE. Jamie specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for both businesses and individuals. Jamie is currently registered in Colorado, District of Columbia, Florida, Louisiana, Maryland and Puerto Rico.
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
NY
10/01/2008 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
07/11/2007 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NJ
06/23/2006 - 03/28/2007
RYAN BECK & CO. (FLORHAM PARK NJ)
GA
09/02/2003 - 04/21/2006
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
07/27/2001 - 03/31/2006
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
GA
09/19/1995 - 07/27/2001
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/05/2000
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 09/18/1995
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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