Jamie Wiley, financial advisor Alpharetta GA
90 score

Jamie Wiley

CRD Number: 6080621
Current Firm: Usaa Financial Planning Services

Jamie Wiley (CRD# 6080621) is an Investment Advisor Representative working at Usaa Financial Planning Services in Alpharetta, GA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Usaa Financial Planning Services Alpharetta, GA Oct 2014 - Current 2
Usaa Financial Advisors, Inc. Alpharetta, GA Oct 2014 - Current 2
Ameriprise Financial Services Alpharetta, GA Jun 2012 - Sep 2014 2
H&r Block Alpharetta, GA Jul 2013 - May 2014 < 1
Unemployed Alpharetta, GA Feb 2012 - Jun 2012 < 1
American Tax And Financial Group Alpharetta, GA Sep 2011 - Jan 2012 < 1
H&r Block Alpharetta, GA Nov 2005 - Sep 2011 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Jamie L. Wiley
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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