Amy JamisonCRD Number: 5276523
Current Firm: Cetera Investment Advisers LLC
Amy Jamison (CRD# 5276523) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Ontario, OR and has over 9 years of experience in the finance industry.
R Scott Silva LLC
Invest Financial Corporation
|Cetera Investment Advisers LLC||Nampa, ID||Jan 2016 - Current||< 1|
|Cetera Investment Services LLC||St.cloud, MN||Jan 2016 - Current||< 1|
|Cb Financial Services||Nampa, ID||Dec 2015 - Current||1|
|Umpqua Investments, Inc.||Ontario, OR||Sep 2015 - Dec 2015||< 1|
|Umpqua Bank||Ontario, OR||May 2011 - Dec 2015||4|
|Lpl Financial, LLC||Ontario, OR||May 2011 - Sep 2015||4|
|Harbor Financial||Ontario, OR||Mar 2008 - May 2011||3|
|Fintegra, LLC||Minneapolis, MN||Mar 2008 - May 2011||3|
|Equitrust Marketing Svcs LLC||West Des Moines, IA||Dec 2006 - Mar 2008||1|
|Farm Bureau||Caldwell, ID||Dec 2006 - Dec 2007||1|
|Firstbank||Ontario, OR||Jul 2005 - Dec 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2007|
|S65||NASAA Investment Advisors Law Examination||May 2012|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management7,010MILLIONS
Total Number of Accounts26,660ACCOUNTS
Average Account Value$262,943
- 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 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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