Jamie Zolezzi is a registered investment advisor, based in Hillsboro, OR, with 10 years of industry experience.
Location
6723 NE Bennett St., Ste. 220, Hillsboro, OR, 97124
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Regulatory History
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 works for Jones & Roth Financial Advisors, LLC as a financial advisor and referring advisor, spending a few hours per week. Jamie is also a CPA at Jones & Roth, PC, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations2 states
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.