Jamie Wilbers, financial advisor Leawood KS
88 score

Jamie Wilbers

CRD Number: 6369886
Current Firm: Client One Securities LLC

Jamie Wilbers (CRD# 6369886) is an Investment Advisor Representative working at Client One Securities LLC in Leawood, KS and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Client One Securities, LLC Jefferson City, MO Jul 2014 - Current 2
Unemployed Jefferson City, MO Apr 2014 - Jul 2014 < 1
Best Buy Springfield/columbia/jefferson City, MO Nov 2008 - Apr 2014 5
Unemployed Springfield, MO Oct 2008 - Nov 2008 < 1
Jeff Hammock State Farm Agency Springfield, MO Apr 2008 - Oct 2008 < 1
Unemployed Springfield, MO Feb 2008 - Apr 2008 < 1
Anpac Springfield, MO Aug 2006 - Feb 2008 1
Student - Missouri State University Springfield, MO Aug 2002 - Aug 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Jamie A. Wilbers
Phone Number: 913-814-6097
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    263
    MILLIONS
  • Total Number of Accounts
    2,124
    ACCOUNTS
  • Average Account Value
    $123,641
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DC, FL, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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