Zachary Jamieson (CRD# 6087860) is an Investment Advisor Representative working at Edward Jones in Medford, OR and has over 11 years of experience in the finance industry.
CRD# 2762853
Cutler Investment Group
CRD# 4913338
Edward Jones
CRD# 5526985
Potomac Fund Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ubs Financial Services Inc. | Medford, OR | Jan 2019 - Current | 5 |
| Edward Jones | St Louis, MO | Jun 2012 - Jan 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2012 |
- OR
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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