Jamie Lange
Jamie Lange is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Brentwood, TN, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
100 Winners Cir N, Ste 200, Brentwood, TN, 37027
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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 ActivitiesSells Insurance
Jamie sells fixed insurance products at the branch, which is investment-related. Jamie is also a notary public at the branch, which is not investment-related.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Trustcore Financial Services, INC.
Trustcore Investments, INC.Broker
Nbc Securities, INC.Broker
State Registrations7 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.