Jamie WilbersCRD 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 3 years of experience in the finance industry.
Nextgen Wealth, LLC
Searcy Financial Services, Inc.
Communityamerica Financial Solutions, LLC
|Client One Securities, LLC||Jefferson City, MO||Jul 2014 - Current||3|
|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|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2014|
Total Assets Under Management331MILLIONS
Total Number of Accounts2,069ACCOUNTS
Average Account Value$160,090
- 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
- Selection of other advisers (including private fund managers)
AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.