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Jamison Ian McAndie

Apella Wealth

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About Jamison Ian McAndie

Jamison McAndie is an investment advisor representative who has been working in the financial services industry since 2009. Jamison is currently registered with Apella Wealth in Lake Oswego, OR. Jamison holds the Series 66, Series 7TO, and SIE licenses. Jamison is also a Certified Financial Planner. Prior to joining Apella Wealth, Jamison worked for LPL Financial LLC in Tigard, OR and Waddell & Reed in Tigard, OR.

Firm Information

Jamison McAndie is currently registered with Apella Wealth. Apella Wealth is an investment advisor registered with the SEC and based in West Hartford, CT. With a team of over 40 investment advisor representatives, they manage approximately $3.35 billion in assets for individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Apella Wealth specializes in financial planning and portfolio management.
Apella Wealth

65 MEMORIAL DRIVE

WEST HARTFORD, CT 06107

$3.35B

Assets Under Management

Not reported

Total Clients

41

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee for financial planning services. fees for technology.

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Jamison McAndie’s Registration & Firm History

OR

02/24/2023 - Present

Apella Wealth (Lake Oswego OR)

OR

07/21/2021 - 01/30/2023

LPL FINANCIAL LLC (TIGARD OR)

OR

06/18/2021 - 07/21/2021

WADDELL & REED (TIGARD OR)

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Licenses & Designations

BOTH

Issued 08/08/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/18/2021

Series 7TO - General Securities Representative Examination

BC

Issued 05/01/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jamison Ian McAndie.
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