Jayme Duff (CRD# 2813619) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hyannis, MA and has over 7 years of experience in the finance industry.
CRD# 2677359
Ameriprise Financial Services, LLC
CRD# 6353257
Shp Wealth Management, LLC
CRD# 1915639
Sage Wealth Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Falmouth, MA | Sep 2022 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Falmouth, MA | Mar 2022 - Current | 2 |
| Amazon | East Taunton, MA | Oct 2019 - Current | 4 |
| Southern New England Outdoors Corp | Acushnet, MA | Jul 2021 - Feb 2022 | < 1 |
| Us Census Bureau | New Bedford, MA | Aug 2020 - Sep 2020 | < 1 |
| Unemployed | Acushnet, MA | Mar 2019 - Oct 2019 | < 1 |
| Shields Healthcare Group | Quincy, MA | Sep 2017 - Mar 2019 | 1 |
| Market Basket | New Bedford, MA | Jun 2017 - Sep 2017 | < 1 |
| Unemployed | Acushnet, MA | Dec 2016 - Jul 2017 | < 1 |
| Primerica Financial Services | New Bedford, MA | Nov 2016 - Jan 2017 | < 1 |
| Pfs Investments Inc. | New Bedford, MA | Nov 2016 - Jan 2017 | < 1 |
| Sector3 Appraisals, Inc. | Providence, RI | Jan 2006 - Nov 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2017 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2022 |
- CT
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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