Jamie SmithCRD Number: 5446232
Current Firm: Suntrust Investment Services, Inc.
Jamie Smith (CRD# 5446232) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Orlando, FL and has over 9 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Suntrust Investment Services,inc||Atlanta, GA||Feb 2014 - Current||4|
|Suntrust Investment Services, Inc.||Atlanta, GA||Nov 2007 - Feb 2014||6|
|Suntrust Bank||Orlando, FL||Dec 2003 - Nov 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2008|
Total Assets Under Management10,443MILLIONS
Total Number of Accounts26,841ACCOUNTS
Average Account Value$389,077
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV