Jamie April Bond
Investment adviser representative at Wealthspire Retirement Advisory
9 yearsExperience
1 stateRegistered in
$38.6BFirm assets
20 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
- Pension consulting
Experience
9 years in the industry.
- Wealthspire Retirement AdvisoryOct 2025 to now
- Nfp Retirement, Inc.Jan 2025 to Oct 2025
- Corient Services LLCJul 2023 to Jan 2025
- Cipw Service Company, LLCJan 2023 to Jul 2023
- CorientNov 2022 to Jan 2025
- Budros, Ruhlin & RoeAug 2021 to Mar 2023
- Profi: the Prfeossional Financial CompanyJun 2020 to Aug 2021
- Sorenson CommunicationsAug 2019 to May 2020
- Utah Valley UniversityJun 2016 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (OH).
Wealthspire Retirement Advisory
Legal name: Wealthspire Retirement, LLC
$38.6BAssets managed
7,532Clients
145Advisers
20 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
- 6186159
- Firm CRD
- 121254