Jamie Shilanski (CRD# 4540918) is an Investment Advisor Representative working at Shilanski & Associates, Inc. in Anchorage, AK and has over 10 years of experience in the finance industry.
CRD# 6618470
Bright Road Wealth Management, LLC
CRD# 4945927
Ubs Financial Services Inc.
CRD# 2894797
Bright Road Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bristol Ann Wild, LLC | Anchorage, AK | Nov 2022 - Current | 1 |
| Retirement Tax Services, LLC | Anchorage, AK | Apr 2022 - Current | 2 |
| Tier 1 Veterinary Medical Services | Palmer, AR | Jan 2021 - Current | 3 |
| Cetera Advisor Networks LLC | Wasilla, AK | Sep 2019 - Current | 4 |
| Shilanski & Associates Inc. | Anchorage, AK | Jun 1998 - Current | 25 |
| Infinity Solutions | Wasilla, AK | Jan 2020 - Nov 2022 | 2 |
| Summit Brokerage Services Inc. | Boca Raton, FL | May 2002 - Sep 2019 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2014 |
- AK
- TX
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Total Assets Under Management387MILLIONS
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Total Number of Accounts2,309ACCOUNTS
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Average Account Value$167,492
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, WY
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