Jamie Phillips
Jamie Phillips is a registered investment advisor at Raymond James & Associates, INC., based in Portage, MI, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
7995 Moorsbridge Rd, Portage, MI, 49024
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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 Activities
Jamie leases land to a farmer and is involved with Wolverine Gas and Oil Corporation. Jamie spends minimal time on these activities.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Natcity Investments, INC.Broker
First of America Securities, INC.Broker
State Registrations16 states
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