Jamie Waldren is a CFP-designated registered investment advisor, based in Columbia, MD, with 33 years of industry experience.
Location
10490 Little Patuxent Pkwy, Ste 600, Columbia, MD, 21044
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Regulatory History
Clean regulatory record
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.
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Jamie has 50% ownership in JNMA Holdings LLC, which owns a vacation home. Jamie spends minimal time on this activity.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
October 2025 - Present · 7 mos
Raymond James Financial Services Advisors, INC
October 2025 - Present · 7 mos
Previous Registrations
Jn Private Wealth Management LLC
November 2023 - October 2025 · 1 yr 11 mos
Wells Fargo Clearing Services, LLC
March 2012 - December 2023 · 11 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
March 2012 - December 2023 · 11 yrs 9 mos
Morgan Stanley Smith Barney LLC
June 2009 - April 2012 · 2 yrs 10 mos
Morgan Stanley Smith BarneyBroker
June 2009 - April 2012 · 2 yrs 10 mos
Citigroup Global Markets INC.
February 2006 - June 2009 · 3 yrs 4 mos
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker INC
January 1996 - February 2006 · 10 yrs 1 mo
Legg Mason Wood Walker, IncorporatedBroker
April 1992 - February 2006 · 13 yrs 10 mos
State Registrations18 states
AZCACOCTDCFLGAMAMDMINCNDNHOHSCTXVAWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.