JR
CFP
JR
CFP

Jamie Rowell

27 Years of Experience
Jacksonville, FL
Broker

Jamie Rowell is a CFP-designated registered investment advisor, based in Jacksonville, FL, with 27 years of industry experience.

Location

501 Riverside Ave, Ste 600, Jacksonville, FL, 32202

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History

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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Other Business Activities

Jamie is an associate/employee and financial advisor at Pinnacle Asset Management and Pinnacle Bank, dedicating about half their time to each. Jamie is also an officer, director, and founder of Top Shots Youth Shooters, Inc, a youth sports program, spending about 10-20% of their time on this non-profit.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
May 2024 - Present · 2 yrs
Previous Registrations
Truist Investment Services, INC.Broker
February 2021 - May 2024 · 3 yrs 3 mos
Truist Advisory Services, INC.
February 2021 - May 2024 · 3 yrs 3 mos
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
September 2010 - January 2018 · 7 yrs 4 mos
Bb&t Investment Services, INC.Broker
September 2010 - January 2018 · 7 yrs 4 mos
Wells Fargo Advisors, LLC
October 2000 - August 2010 · 9 yrs 10 mos
Wells Fargo Advisors, LLCBroker
October 2000 - August 2010 · 9 yrs 10 mos
First Union Brokerage Services, INC.Broker
January 2000 - October 2000 · 9 mos
Nylife Securities INC.Broker
January 1998 - October 1999 · 1 yr 9 mos
State Registrations36 states
ALARAZCACOCTFLGAIDILINKSKYLAMAMDMIMNMOMTNCNJNMNVNYOHORPAPRSCTNTXUTVAWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Jamie Rowell - Financial Advisor | TrueAdvisor