Jamie Tobins
Jamie Tobins is a registered investment advisor at Raymond James & Associates, INC., based in Westport, CT, with 25 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
285 Riverside Avenue, Suite 205, Westport, CT, 06880
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jamie provides consulting services to Pillow Fighting Championship/Gladiatrix, LLC, assisting due to her knowledge after her husband's passing. This requires a few hours per week.
Employment History
Current Registrations
Steward Partners Investment Advisory, LLC
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Solutions, LLC
Previous Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Source Capital Group, INC.Broker
Newbridge Securities CorporationBroker
Summit Brokerage Services, INC.Broker
Garden State Securities, INC.Broker
First Union Securities, INC.Broker
First Union Capital Markets CORP.Broker
Intersecurities, INC.Broker
Tucker Anthony IncorporatedBroker
Painewebber IncorporatedBroker
Painewebber IncorporatedBroker
Lehman Brothers INC.Broker
State Registrations2 states
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