Jamie StoneCRD 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.
Apex Capital Management LLC
|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|
Total Assets Under Management744MILLIONS
Total Number of Accounts2,817ACCOUNTS
Average Account Value$264,039
- A percentage of assets under your management
- Hourly charges
- 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
CA, FL, MA, ME, NC, NH, NY, SC, TX, VA, WA
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