Years of Experience
5-20+ Years
Jacksonville, FL
27 Years Experience
0 Disclosures
ADVISOR BIO
Jamie Morris Rowell is a financial advisor at Raymond James Financial Services Advisors, Inc. Jamie has been in the industry since 1998, and has experience with various firms including Truist Investment Services, Inc. and Wells Fargo Advisors, LLC. Jamie is registered to provide investment advice in 38 states and has a strong background in financial planning.
SPECIALIZATIONS
DAYTONA BEACH, FL
17 Years Experience
0 Disclosures
ADVISOR BIO
Jamie Bryan Calkins is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., registered with the state of Florida since 2010. Jamie has been in the industry since 2007 and has experience in investment advisory, securities and insurance. Jamie has a Series 66, Series 7 and SIE license and is a registered representative with FINRA. Previously, Jamie was employed by EDWARD JONES. In addition to working as an investment advisor, Jamie serves on the Advisory Board of Anglers' Yacht Club and the Advisory Board of Anglers Yacht Club Scholarship Trust.
SPECIALIZATIONS
VENICE, FL
23 Years Experience
5 Disclosures
ADVISOR BIO
Jamie Theresa Nowakowski is a financial advisor with over 20 years of experience in the industry. Jamie is currently registered with Equitable Advisors, LLC and has previously worked with COASTAL EQUITIES, INC., WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, CCO INVESTMENT SERVICES CORP., IFMG SECURITIES, INC., BANC OF AMERICA INVESTMENT SERVICES, INC., and QUICK & REILLY, INC. Jamie offers a wide range of financial services, including financial planning, portfolio management for individuals and businesses, and pension consulting. Jamie is committed to providing clients with personalized financial advice to help them achieve their financial goals. Jamie holds the Series 6, 7, 24, 26, 63, and 65 licenses.
SPECIALIZATIONS
ST. PETERSBURG, FL
17 Years Experience
0 Disclosures
ADVISOR BIO
Jamie Wills has been a registered representative in the financial industry since 2007. Jamie has a background with Merrill Lynch, Pierce, Fenner & Smith Incorporated and is currently employed with Raymond James & Associates, Inc.. Jamie has a Series 66 license and Series 7, 9, and 10 licenses. Jamie specializes in retirement planning, college savings, investment strategies and financial planning.
SPECIALIZATIONS
TAMPA, FL
9 Years Experience
0 Disclosures
ADVISOR BIO
Jamie Wingfield is a financial advisor with Ameriprise Financial Services, LLC. Jamie has been working in the financial services industry since 2006. Jamie is registered as a Registered Representative and Investment Advisor Representative with Ameriprise in Florida and as a Registered Representative in Texas. Jamie has a Series 66, Series 7, and SIE licenses. Jamie is a member of the Belle Glen Homeowners Association and serves as the Co-Second Vice President of Membership for the Plantation Bay community.
SPECIALIZATIONS
Bradenton, FL
23 Years Experience
0 Disclosures
ADVISOR BIO
Jamie Michelle Shapiro is a financial advisor with Morgan Stanley. Jamie has been in the industry since August 26, 2002, and is registered to provide investment advice in 42 states. Jamie also holds Series 7, Series 31, and SIE licenses, as well as a Series 66. Jamie is currently associated with the Bradenton, FL branch of Morgan Stanley. Prior to joining Morgan Stanley, Jamie was with Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc.
SPECIALIZATIONS
BOCA RATON, FL
10 Years Experience
1 Disclosures
ADVISOR BIO
Jamie Rae Rubenstein is a financial advisor with Ameriprise Financial Services, LLC. Jamie has been in the industry since 2015 and has experience working with both Wells Fargo Advisors, LLC and Morgan Stanley. Jamie is licensed to provide investment advice in 49 states and the District of Columbia. Jamie specializes in financial planning, pension consulting, asset allocation services, and portfolio management for individuals and businesses.
SPECIALIZATIONS
PONTE VEDRA BEACH, FL
15 Years Experience
0 Disclosures
ADVISOR BIO
Jamie Lee Seim is a financial advisor at Wells Fargo Clearing Services, LLC, where Jamie has been registered since 2010. Jamie is a Certified Financial Planner and holds a Series 7, Series 66 and SIE licenses. Jamie has a total of 30 state licenses to conduct business in the United States.
SPECIALIZATIONS
Jacksonville, FL
2 Years Experience
0 Disclosures
ADVISOR BIO
Jamie Green is a financial advisor with Ameriprise Financial Services, LLC, a firm with over 100 years of experience in the financial services industry. Ameriprise Financial Services, LLC provides a wide range of financial products and services to individuals and businesses, including financial planning, investment management, and retirement planning. Jamie is dedicated to helping clients achieve their financial goals and is committed to providing them with personalized advice and service. Prior to joining Ameriprise Financial Services, LLC, Jamie was a registered representative with J.P. Morgan Securities LLC. Jamie has a broad range of expertise, including investments, insurance, and retirement planning. Jamie holds the Series 6, Series 7, and SIE licenses.
SPECIALIZATIONS
St. Petersburg, FL
16 Years Experience
0 Disclosures
ADVISOR BIO
Jamie Juncosa is a financial advisor with Morgan Stanley. Jamie has been in the industry since 2009 and is registered in 53 states and the District of Columbia. Jamie is also registered in Texas as an investment advisor representative. Jamie holds Series 7, 9, 10, 63, and 66 licenses and the SIE exam. Jamie previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated.
SPECIALIZATIONS
