Jamie Stone, financial advisor Greenville SC

Jamie Stone

CRD Number: 4452178
Current Firm: Means Wealth Management

Jamie Stone (CRD# 4452178) is an Investment Advisor Representative working at Means Wealth Management in Greenville, SC and has over 21 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
Means Wealth Management Greenville, SC Feb 2022 - Current 1
Mercer Global Advisors Inc. Westerville, OH Jul 2018 - Jan 2022 3
Mercer Global Advisors Inc. Columbus, OH Jul 2017 - Jun 2018 < 1
Mercer Global Advisors Inc. Columbus, OH Aug 2015 - Jul 2017 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
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: 1-207-947-6763
Registered State(s):
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States


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