In addition to holding the Series 6, 63 and 65 securities licenses and Life including Variable Annuity and Health insurance licenses, he holds the professional designation of Chartered Mutual Fund Counselor.
Prior to joining Waddell & Reed in 2000, Jamie was owner of a business forms manufacturing company for 18 years.
Working with individuals, executives and business owners, he provides financial and investment strategies concentrating on retirement income planning, wealth accumulation, preservation, and estate planning strategies.
Jamie is also involved in the local Jacksonville community. He has held and continues to hold various board positions in the Small Business Resource Network, a program of the Florida Small Business Development Network.
He is active at St. Paul's Catholic Church, Jacksonville Beach. Jamie resides in Jacksonville with his wife Lisa, an Audiologist. They have 4 grown children, and as last count 4 grandchildren.
Associations and Memberships
- Small Business Resource Network - Board Member
- Florida Small Business Development Network – Member
- St. Paul's Catholic Church, Jacksonville Beach - Member
Waddell & Reed is not affiliated with any other entities referenced. 11/19