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Jamie Michelle Brown

Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 yearsExperience
1 stateRegistered in
$390BFirm assets
17 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 feeCommissionsOther

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

10 years in the industry.

  1. Raymond James Financial Services Advisors, Inc.Aug 2026 to now
  2. Blunt Wealth ServicesAug 2026 to now
  3. Raymond James Financial Services, Inc.Aug 2026 to now
  4. IhssAug 2020 to now
  5. New York Life Insurance CompanyOct 2025 to Aug 2026
  6. Nylife Securities LLCSep 2025 to Aug 2026
  7. American Income LifeAug 2025 to Oct 2025
  8. Verde Winsight GroupJan 2025 to Aug 2025
  9. AlbertsonsMar 2024 to May 2025
  10. Colorado State University - Global CampusMar 2024 to Sep 2024
  11. UnemployedApr 2016 to Sep 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2026
  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (CA).

Raymond James Financial Services Advisors, Inc

$390BAssets managed
508,439Clients
6,726Advisers
17 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
5789998
Firm CRD
149018
Advisor's SEC record (opens in a new tab)
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