Jamie Harrison (CRD# 6956814) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 6 years of experience in the finance industry.
CRD# 6436358
Planning Capital Management Corp.
CRD# 6237585
Edward Jones
CRD# 6279325
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Darrington Press | West Chester, PA | Mar 2023 - Current | 1 |
The Vanguard Group, Inc. | Malvern, PA | Jun 2018 - Current | 6 |
Scribe Inc. | Philadelphia, PA | Jun 2016 - May 2018 | 1 |
Learning Express | Downingtown, PA | May 2015 - Jun 2016 | 1 |
University Of The Arts | Philadelphia, PA | Jun 2015 - Aug 2015 | < 1 |
University Of The Arts | Philadelphia, PA | Jan 2012 - May 2015 | 3 |
University Of The Arts | Philadelphia, PA | Aug 2011 - May 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2018 |
S66 | NASAA Uniform Combined State Law Examination | Oct 2019 |
- PA
- TX
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Total Assets Under Management333,067MILLIONS
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Total Number of Accounts804,462ACCOUNTS
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Average Account Value$414,024
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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