JM
JM

Jamie Masilko

17 Years of Experience
Omaha, NE
Broker

Jamie Masilko is a registered investment advisor at Wells Fargo Advisors, based in Omaha, NE, with 17 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

11808 Miracle Hills Dr, Suite 105, Omaha, NE, 68154

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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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Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
December 2023 - Present · 2 yrs 5 mos
Wells Fargo Advisors
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
June 2015 - August 2023 · 8 yrs 2 mos
Raymond James Financial Services, INC.Broker
June 2015 - August 2023 · 8 yrs 2 mos
First National Capital Markets, INC.
June 2010 - June 2015 · 5 yrs
First National Capital MarketsBroker
June 2010 - June 2015 · 5 yrs
Primevest Financial Services, INC.
May 2010 - June 2010 · 1 mo
Primevest Financial Services, INC.Broker
April 2008 - June 2010 · 2 yrs 2 mos
State Registrations28 states
AKARAZCACOCTDEFLGAHIIAILKSMAMEMIMNMONCNENMNVNYOHPASDTXWI
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 Masilko - Financial Advisor | TrueAdvisor