Catherine JamesonCRD Number: 1106206
Current Firm: Kestra Private Wealth Services, LLC
Catherine Jameson (CRD# 1106206) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Brea, CA and has over 20 years of experience in the finance industry.
Jst Investment Consulting
Penniall & Associates
|Kestra Investment Services, LLC||Austin, TX||Feb 2014 - Current||4|
|Kestra Private Wealth Services||Brea, CA||Mar 2013 - Current||5|
|Lpl Financial LLC||Brea, CA||Mar 2013 - Feb 2014||< 1|
|Morgan Stanley Smith Barney||Brea, CA||Jun 2009 - Mar 2013||3|
|Morgan Stanley & Company, Incorporated||Brea, CA||Apr 2007 - Mar 2013||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1997|
|S65||NASAA Investment Advisors Law Examination||Jun 1997|
Total Assets Under Management1,017MILLIONS
Total Number of Accounts3,689ACCOUNTS
Average Account Value$275,731
- 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
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, TN, TX, UT, VA, VT, WA, WI, WV
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