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.
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|Everence Trust Company||Goshen, IN||Jan 2011 - Current||6|
|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 Management1,307MILLIONS
Total Number of Accounts3,721ACCOUNTS
Average Account Value$351,251
- 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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