AJ
AJ

Amy Jamison

18 Years of Experience
Caldwell, ID
Broker

Amy Jamison is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Caldwell, ID, 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

506 S 10th Ave , ID, USA,, Caldwell, ID, 83605

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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

Amy works as a financial advisor for both Columbia Wealth Advisors and Raymond James at Umpqua Bank, dedicating about half her time to each. She also co-owns Hanigan Auto Sales and JMA Properties, LLC with her husband, but spends minimal time on these ventures.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
October 2023 - Present · 2 yrs 9 mos
Raymond James Financial Services Advisors, INC
October 2023 - Present · 2 yrs 9 mos
Previous Registrations
Cetera Investment Services LLCBroker
January 2016 - October 2023 · 7 yrs 9 mos
Cetera Investment Advisers LLC
January 2016 - October 2023 · 7 yrs 9 mos
Umpqua Investments, INC.
September 2015 - December 2015 · 3 mos
Umpqua Investments, INC.Broker
September 2015 - December 2015 · 3 mos
LPL Financial LLC
May 2012 - September 2015 · 3 yrs 4 mos
LPL Financial LLCBroker
May 2011 - September 2015 · 4 yrs 4 mos
Fintegra, LLCBroker
March 2008 - May 2011 · 3 yrs 2 mos
Equitrust Marketing Services, LLCBroker
January 2007 - December 2007 · 11 mos
State Registrations12 states
AZCACOFLIDMTORPATXUTWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.