Jamie Frankel (CRD# 6442737) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Jenkintown, PA and has 1 year of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Sequoia Consulting Group | San Mateo, CA | Sep 2022 - Current | 1 |
Pensionmark Financial Group | Santa Barbara, CA | Sep 2022 - Current | 1 |
Cbiz | Philadelphia, PA | Aug 2021 - Sep 2022 | 1 |
Frankel Lerner & O'connor | Chalfont, PA | Dec 2016 - Aug 2021 | 4 |
Aramark | Philadelphia, PA | Jul 2016 - Dec 2016 | < 1 |
Arpeggio | Springhouse, PA | Jan 2016 - Jul 2016 | < 1 |
Arizona State University - Wp Carey School Of Business | Tempe, AZ | Aug 2012 - Dec 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
- PA
- TX
-
Total Assets Under Management37,760MILLIONS
-
Total Number of Accounts11,973ACCOUNTS
-
Average Account Value$3,153,743
- 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 pooled investment vehicles (other than investment companies)
- 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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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