JL
CFP
JL
CFP

Jamie Lange

18 Years of Experience
Brentwood, TN
BrokerSells Insurance

Jamie Lange is a CFP-designated registered investment advisor, based in Brentwood, TN, with 18 years of industry experience. Jamie is also registered as a broker, so some compensation may come from commissions on products sold.

Location

100 Winners Cir N, Ste 200, Brentwood, TN, 37027

Get directions

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.

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
September 2025 - Present · 1 yr 1 mo
Raymond James Financial Services Advisors, INC
September 2025 - Present · 1 yr 1 mo
Previous Registrations
Commonwealth Financial NetworkBroker
March 2015 - October 2025 · 10 yrs 7 mos
Commonwealth Financial Network
March 2015 - October 2025 · 10 yrs 7 mos
Trustcore Financial Services, INC.
February 2014 - March 2015 · 1 yr 1 mo
Trustcore Investments, INC.Broker
January 2011 - March 2015 · 4 yrs 2 mos
Nbc Securities, INC.Broker
November 2006 - October 2009 · 2 yrs 11 mos
State Registrations7 states
FLGAKYLAMSTNTX
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.
More Advisors
Jamie Lange - Financial Advisor | TrueAdvisor