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Mark Jameson

Investment adviser representative at Momentum Independent Network Inc.
10 yearsExperience
49 statesRegistered in
$1.6BFirm assets
24 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

10 years in the industry.

  1. Momentum Independent Network Inc.Jul 2023 to now
  2. Hilltop Securities Inc.Jun 2023 to now
  3. Robinhood Markets, IncJun 2022 to Jun 2023
  4. Robinhood Securities, LLCMar 2022 to Jun 2023
  5. Hilltop Securities Inc.Jan 2016 to Mar 2022

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997
  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 49 states (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TX, UT, VA, VT, WA, WI, WV).

Momentum Independent Network Inc.

$1.6BAssets managed
2,879Clients
121Advisers
24 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2833084
Firm CRD
17587
Advisor's SEC record (opens in a new tab)
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