Jami Merrell is a registered investment advisor, based in Tysons, VA, with 15 years of industry experience.
Location
1650 Tysons Boulevard Suite1575, Tysons, VA, 22102
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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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Jami works as a Client Relationship Manager for SEIA LLC, focusing on RIA sales and service. This is a full-time role.
Employment History
Current Registrations
Seia
August 2024 - Present · 1 yr 9 mos
Signature Estate Securities, LLCBroker
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - July 2024 · 6 yrs
Strategic Advisers LLC
February 2013 - July 2018 · 5 yrs 5 mos
Fidelity Brokerage Services LLCBroker
September 2011 - July 2024 · 12 yrs 10 mos
AXA Advisors, LLCBroker
June 2010 - June 2011 · 1 yr
State Registrations1 state
VA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.