Parker Jamieson (CRD# 7860431) is an Investment Advisor Representative working at Plante Moran Financial Advisors in Grand Rapids, MI and has 1 year of experience in the finance industry.
CRD# 6504831
Advisory Alpha, LLC
CRD# 6285341
Raymond James & Associates, Inc.
CRD# 2455314
West Michigan Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Plante Moran Financial Advisors | Grand Rapids, MI | Aug 2023 - Current | < 1 |
Michigan State University | East Lansing, MI | Aug 2018 - May 2023 | 4 |
Lansing Christian School | Lansing, MI | Jan 2014 - Aug 2018 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- MI
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Total Assets Under Management19,432MILLIONS
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Total Number of Accounts16,708ACCOUNTS
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Average Account Value$1,163,041
- 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
AL, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NV, NY, OH, OR, PA, PR, SC, TN, TX, VA, WA, WI
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