JP
JP

Jamie Parker

11 Years of Experience
Birmingham, AL
Sells Insurance

Jamie Parker is a registered investment advisor at Cah Advisors, LLC, based in Birmingham, AL, with 11 years of industry experience. Jamie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning.

Compensation
Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$16.1M

Fee Structure

Investment management only (planning not offered)
Hourly Rate:$100 - $700/hr
Loading...

Location

115 Office Park Drive, Birmingham, AL, 35223

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 is a licensed independent insurance agent and co-founder of Elyton Land Company, LLC, a real estate company. Jamie spends minimal time on the real estate company, as all duties are outsourced.

Employment History
Current Registrations
Cah Advisors, LLC
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2023 - September 2024 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2023 - September 2024 · 1 yr 4 mos
Navigate 401k, LLC
May 2022 - April 2023 · 11 mos
VALIC Financial Advisors, INC.
May 2018 - June 2022 · 4 yrs 1 mo
VALIC Financial Advisors, INC.Broker
January 2018 - June 2022 · 4 yrs 5 mos
MML Investors Services, LLCBroker
March 2017 - January 2018 · 10 mos
Msi Financial Services, INC.Broker
January 2016 - March 2017 · 1 yr 2 mos
Farmers Financial Solutions, LLCBroker
April 2014 - January 2016 · 1 yr 9 mos
State Registrations1 state
AL
Advisor

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.