JE
JE

Jamie Endicott

3 Years of Experience
Sandpoint, ID
7 DisclosuresBroker

Jamie Endicott is a registered investment advisor at Cetera Investment Advisers LLC, based in Sandpoint, ID, with 3 years of industry experience. Jamie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

Sandpoint, ID

Get directions

History

Regulatory History (7)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
November 2025
Pending
Financial
October 2025
Pending
Financial
September 2025
Pending
Financial
July 2025
Pending
Financial
June 2025
Pending
Financial
May 2025
Pending
Financial
January 2021
Final
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Cetera Advisors LLC
September 2025 - Present · 10 mos
Cetera Advisors LLCBroker
September 2025 - Present · 10 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
October 2022 - September 2025 · 2 yrs 11 mos
Northwestern Mutual Investment Services, LLCBroker
October 2022 - September 2025 · 2 yrs 11 mos
Wells Fargo Clearing Services, LLC
September 2022 - October 2022 · 1 mo
Wells Fargo Clearing Services, LLCBroker
August 2022 - October 2022 · 2 mos
State Registrations3 states
IDILWA
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.