Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamison? Claim Your ProfileJamison Brooks Wolsh is a financial advisor with Hornor, Townsend & Kent, LLC, a firm headquartered in Conshohocken, PA. Jamison has been in the financial industry since April 26, 2009. Prior to joining Hornor, Townsend & Kent, LLC, Jamison worked for several other firms, including Alliance-One Investments, LLC, Metlife Investors Distribution Company, New England Securities, ING Financial Advisers, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc. and Fidelity Brokerage Services LLC. Jamison is licensed in several states and specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Trail commissions, distribution assistance fees
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2
PA
12/07/2020 - Present
Hornor, Townsend & Kent, LLC (HORSHAM PA)
CT
08/11/2017 - 11/01/2019
ALLIANCE-ONE INVESTMENTS, LLC (Bloomfield CT)
CT
03/15/2013 - 08/11/2017
METLIFE INVESTORS DISTRIBUTION COMPANY (BLOOMFIELD CT)
CT
03/15/2013 - 12/12/2014
NEW ENGLAND SECURITIES (BLOOMFIELD CT)
CT
12/05/2011 - 02/27/2013
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
MA
10/23/2009 - 09/14/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WALTHAM MA)
MA
10/29/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WALTHAM MA)
NH
09/04/2006 - 07/16/2007
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BC
Issued 09/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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