Jamie Wiersma, financial advisor Grand Rapids MI
78 score

Jamie Wiersma

CRD Number: 5930558
Current Firm: Strategic Advisers, Inc.

Jamie Wiersma (CRD# 5930558) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Grand Rapids, MI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Grand Rapids, MI May 2014 - Current 2
The Huntington Investment Company Columbus, OH May 2011 - May 2014 3
Huntington National Bank Holland, MI Jan 2011 - Apr 2012 1
Liberty Mutual Insurance Group Holland, MI Nov 2009 - Jan 2011 1
Unemployment Holland, MI Apr 2009 - Nov 2009 < 1
Hsbc Bank Grandville, MI Nov 2005 - Apr 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2011
S66 NASAA Uniform Combined State Law Examination Jul 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Jamie M. Wiersma
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
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
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, VT, WA, WI, WV

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BADGES
78

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