Jamie Callighan (CRD# 6292360) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 10 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Advisory Services, LLC | Castle Pines, CO | Dec 2019 - Current | 4 |
| Kestra Investment Services, LLC | Castle Pines, CO | Dec 2019 - Current | 4 |
| Offit Advisors | Castle Pines, CO | Aug 2019 - Current | 4 |
| Larson Financial Securities, LLC | St Louis, MO | May 2018 - Jul 2019 | 1 |
| Larson Financial Group, LLC | St Louis, MO | May 2018 - Jul 2019 | 1 |
| Larson Financial Securities, LLC | St. Louis, MO | Apr 2018 - May 2018 | < 1 |
| Larson Financial Group | St Louis, MO | Jan 2018 - May 2018 | < 1 |
| Doctors Without Quarters | St Louis, MO | Jan 2017 - Dec 2017 | < 1 |
| Larson Financial Group | St Louis, MO | Mar 2016 - Dec 2016 | < 1 |
| Charles Schwab & Company, Inc. | Lone Tree, CO | Jun 2015 - Mar 2016 | < 1 |
| Jackson National Life Distributors LLC | Denver, CO | Jul 2012 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2014 |
| S66 | NASAA Uniform Combined State Law Examination | May 2016 |
- CO
- MD
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Total Assets Under Management48,324MILLIONS
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Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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