Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamison? Claim Your ProfileJamison Edlin is a financial advisor with over 17 years of experience in the industry. Jamison is currently registered with Wells Fargo Clearing Services, LLC and is licensed to provide investment advice in Florida and Georgia. Jamison has previously worked with LPL FINANCIAL LLC, Empower Financial Services, Inc., Riversource Distributors, Inc., Cetera Investment Services LLC, Wells Fargo Advisors, LLC and SunTrust Investment Services, Inc. Jamison holds the Series 6, 7, 63, and 66 securities licenses, as well as the SIE exam. Jamison specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for both individuals and businesses.
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.
Investment consulting services to institutional clients
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
FL
08/09/2024 - Present
Wells Fargo Clearing Services, LLC (NAPLES FL)
FL
05/28/2024 - 07/24/2024
LPL FINANCIAL LLC (Fort Myers FL)
CO
11/22/2023 - 04/30/2024
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
MN
09/05/2023 - 11/15/2023
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
FL
07/19/2017 - 07/20/2023
CETERA INVESTMENT SERVICES LLC (PUNTA GORDA FL)
FL
07/25/2007 - 10/08/2010
WELLS FARGO ADVISORS, LLC (FORT MYERS FL)
FL
05/05/2006 - 09/01/2006
SUNTRUST INVESTMENT SERVICES, INC. (FORT MYERS FL)
BOTH
Issued 09/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/04/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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