linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Wayne Carl Jamerson

Kovitz Investment Group Partners, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Wayne? Claim Your Profile

About Wayne Carl Jamerson

Wayne Jamerson is an investment advisor representative at Kovitz Investment Group Partners, LLC with over 20 years of experience in the financial services industry. Wayne has held previous roles at UBS Financial Services Inc., Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Capital Resource Financial Services, L.L.C. and Donaldson, Lufkin & Jenrette Securities Corporation. Wayne's expertise lies in investment management, financial planning, and portfolio management for businesses, individuals, and investment companies. Wayne is registered with the state of Colorado and holds a Series 7, Series 24, Series 31, and Series 63 license.

Firm Information

Wayne Jamerson is currently registered with Kovitz Investment Group Partners, LLC. Kovitz Investment Group Partners, LLC is a Chicago, IL-based investment advisor with over $11 billion in regulatory assets under management. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management services to a wide range of clients, including high-net-worth individuals, corporations, institutions, and trusts. They also offer other investment advisory services such as credit, cash, and insurance solutions, family office services, and corporate executive services. The firm has a strong track record of providing its clients with customized investment solutions that meet their specific needs and goals.
Kovitz Investment Group Partners, LLC

71 S WACKER DRIVE

CHICAGO, IL 60606

$11.29B

Assets Under Management

29

Total Clients

148

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

credit, cash and insurance solutions, family office services, corporate executive services

Credit, cash and insurance solutions, family office services, corporate executive services

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

check

other

Rev share w/affiliate frs and eligible credit & cash mgmt soluti

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Wayne Jamerson’s Registration & Firm History

CO

01/08/2025 - Present

Kovitz Investment Group Partners, LLC (Fort Collins CO)

CO

10/19/2007 - 01/29/2014

UBS FINANCIAL SERVICES INC. (FORT COLLINS CO)

CO

12/06/2004 - 10/30/2007

CITIGROUP GLOBAL MARKETS INC. (FORT COLLINS CO)

NY

11/17/2000 - 11/29/2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

CT

08/13/1998 - 11/07/2000

CAPITAL RESOURCE FINANCIAL SERVICES, L.L.C. (DARIEN CT)

NJ

05/30/1997 - 03/05/1998

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

Not sure if Wayne Carl Jamerson is right for you?

Licenses & Designations

IA

Issued 12/18/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/18/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/14/2000

Series 24 - General Securities Principal Examination

BC

Issued 06/03/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 03/17/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Wayne Carl Jamerson. Review regulatory record here.
Not sure if Wayne Carl Jamerson is right for you?