Jamie Powell
Jamie Powell is a CFP-designated registered investment advisor at Capital Advisory Services, LLC, based in West Chester, OH, with 38 years of industry experience. Jamie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 439 clients with $90M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Location
8240 Beckett Park Drive, Suite B, West Chester, OH, 45069
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jamie is the owner and registered representative of Capital Advisory Services LLC for securities sales and a registered investment advisor representative. Jamie also owns an insurance sales business selling life, medical, disability, and long-term care insurance, dedicating a few hours per week. Additionally, Jamie is a board member of Avion Energy, Inc. and a director/secretary/owner of Rare Disease Family Foundation, LLC.
Employment History
Current Registrations
Capital Advisory Services, LLC
Berthel, Fisher & Company Financial Services, INC.Broker
Previous Registrations
Continental Capital Investment Services, INC.Broker
Advantage Capital CorporationBroker
Integrated Resources Equity CorporationBroker
American Capital Financial Services, INC.Broker
State Registrations25 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.