Michael Jamison, financial advisor Sacramento CA

Michael Jamison

CRD Number: 3128144
Current Firm: Morgan Stanley

Michael Jamison (CRD# 3128144) is an Investment Advisor Representative working at Morgan Stanley in Sacramento, CA and has over 15 years of experience in the finance industry.

Similar Advisors
Conrad Aarseth, financial advisor Sacramento CA
Conrad M. Aarseth
CRD# 5156625
Dynamic Wealth Strategies, LLC
Similar Advisors
Brian Abad, financial advisor Sacramento CA
Brian P. Abad
CRD# 2923073
Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC
Similar Advisors
Russell Abbott, financial advisor Sacramento CA
Russell A. Abbott
CRD# 2028654
Morgan Stanley
Company Name Location Dates Years
Morgan Stanley Sacramento, CA May 2020 - Current < 1
Nationwide Investment Services Corp Columbus, OH Jul 2019 - Mar 2020 < 1
Invesco Distributors, Inc. Houston, TX May 2019 - Jul 2019 < 1
Oppenheimer Funds New York, NY Mar 2015 - May 2019 4
Principal Funds Distributor Gold River, CA May 2004 - Mar 2015 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2005
S66 NASAA Uniform Combined State Law Examination May 2020
Contact Info for Michael C. Jamison
Phone Number: 914-225-5510
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    904,301
    MILLIONS
  • Total Number of Accounts
    1,863,328
    ACCOUNTS
  • Average Account Value
    $485,315
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • 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
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

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.