Jamie Lynn Byram (CRD# 7787666) is an Investment Advisor Representative working at Evoadvisers in Richmond, VA and has 1 year of experience in the finance industry. Jamie Lynn Byram has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Evoadvisers | Richmond, VA | Jul 2023 - Current | < 1 |
| Locker Financial Services | Verona, NJ | Jun 2022 - Jun 2023 | 1 |
| Virginia Tech | Blacksburg, VA | Aug 2020 - Jun 2022 | 1 |
| University Of Georgia | Athens, GA | Jan 2015 - Aug 2020 | 5 |
| Peace Within | Suwanee, GA | Aug 2014 - Jan 2015 | < 1 |
| University Southern Mississippi | Hattiesburg, MS | Aug 2010 - Jul 2014 | 3 |
- VA
-
Total Assets Under Management232MILLIONS
-
Total Number of Accounts839ACCOUNTS
-
Average Account Value$276,171
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
NC, NH, TX, VA
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