Jamie Rodgers is a registered investment advisor, based in Jacksonville Beach, FL, with 19 years of industry experience.
Location
492 Osceola Ave, Jacksonville Beach, FL, 32250
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Regulatory History (6)
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Judgment / Lien
November 2022Judgment / Lien
October 2019Judgment / Lien
September 2019Judgment / Lien
August 2015Judgment / Lien
December 2014Judgment / Lien
April 2014Other Business Activities
Jamie operates Postillion Wealth Management under a DBA name since 2020. Jamie also owns JTR Financial LLC, a flow-through S corp for wealth planning, but it is not currently operational and requires no time commitment.
Employment History
Current Registrations
Ifp Securities, LLCBroker
July 2019 - Present · 6 yrs 10 mos
Independent Financial Partners
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
First Command Advisory Services
December 2015 - May 2019 · 3 yrs 5 mos
First Command Financial Planning, INC.
May 2006 - December 2015 · 9 yrs 7 mos
First Command Financial Planning, INC.Broker
February 2006 - May 2019 · 13 yrs 3 mos
State Registrations5 states
CAFLGAPAVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.