Jamie Tabor Stone
Investment adviser representative at Means Wealth Management
11 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$1.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Means Wealth ManagementFeb 2022 to now
- Mercer Global Advisors Inc.Jul 2018 to Jan 2022
- Mercer Global Advisors Inc.Aug 2015 to Jun 2018
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
Means Wealth Management
Legal name: Means Investment Co., Inc.
$1.6BAssets managed
1,375Clients
13Advisers
11 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
- 4452178
- Firm CRD
- 2748