Sharlene Jamison
Investment adviser representative at Vanderbilt Advisory Services
16 yearsExperience
1 stateRegistered in
$2.1BFirm assets
13 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Vanderbilt Advisory ServicesMar 2026 to now
- Vanderbilt Securities, LLCMar 2026 to now
- YpMay 2016 to now
- The Meridian Financial CompanyNov 2012 to now
- Aflac NYJun 2010 to now
- Gwn Securities Inc.Jan 2015 to Dec 2025
- Self EmployedMay 2010 to Dec 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 1 state (NY).
Vanderbilt Advisory Services
Legal name: Pfg Investments, LLC
$2.1BAssets managed
6,470Clients
162Advisers
13 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
- 5741446
- Firm CRD
- 116537