Jamie Underwood Stolz
Investment adviser representative at Tandemgrowth Financial Advisors, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$297MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Tandemgrowth Financial Advisors, LLCMay 2014 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (GA).
Tandemgrowth Financial Advisors, LLC
$297MAssets managed
202Clients
3Advisers
12 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
- 5681635
- Firm CRD
- 125490