Jamie Stone, financial advisor Columbus OH
96 score

Jamie Stone

CRD Number: 4452178
Current Firm: Mercer Global Advisors Inc.

Jamie Stone (CRD# 4452178) is an Investment Advisor Representative working at Mercer Global Advisors Inc. in Columbus, OH and has over 15 years of experience in the finance industry. Jamie Stone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Mercer Global Advisors Inc. Columbus, OH Aug 2015 - Current 1
Jp Morgan Securitites, LLC Westerville, OH Mar 2014 - Aug 2015 1
Re Advisers Corporation Arlington, VA Jan 2014 - Feb 2014 < 1
Nreca Arlington, VA Jan 2014 - Feb 2014 < 1
Nreca Arlington, VA Feb 2013 - Dec 2013 < 1
Re Investment Corporation Arlington, VA Oct 2008 - Dec 2013 5
Re Advisers Corporation Arlington, VA Oct 2008 - Dec 2013 5
Nreca Arlington, VA Oct 2008 - Feb 2013 4
Woodbury Financial Services Marysville, WA May 2006 - Nov 2008 2
Northwest Retirement Security Group, Inc. Marysville, WA Jan 2007 - Oct 2008 1
Whitfield's United Insurance Agencies, Inc. Everett, WA Nov 2002 - Dec 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2001
S65 NASAA Investment Advisors Law Examination Nov 2001
Contact Info for Jamie T. Stone
Phone Number: (800) 258-1559
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    6,074
    MILLIONS
  • Total Number of Accounts
    18,595
    ACCOUNTS
  • Average Account Value
    $326,627
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting 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
96
Clean Record
This advisor has a clean track record with regulators.

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