Jamie DetweilerCRD Number: 5889265
Current Firm: Everence Trust Company
Jamie Detweiler (CRD# 5889265) is an Investment Advisor Representative working at Everence Trust Company in Ephrata, PA and has over 6 years of experience in the finance industry. Jamie Detweiler 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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|Everence Trust Company||Goshen, IN||Jan 2011 - Current||7|
|Pa House Of Representatives||Harrisburg, PA||Apr 2004 - Jan 2011||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2011|
Total Assets Under Management1,414MILLIONS
Total Number of Accounts3,697ACCOUNTS
Average Account Value$382,374
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
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