Jamison Ian Mcandie
Investment adviser representative at Apella Wealth
11 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$11.1BFirm assets
Are you Jamison Ian Mcandie? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Apella WealthJan 2023 to now
- LPL Financial LLCJul 2021 to Jan 2023
- Waddell & ReedDec 2020 to Jul 2021
- UnemployedJun 2020 to Dec 2020
- Dynamic ResourcesFeb 2020 to Jun 2020
- Image MediaAug 2015 to Jan 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (CT, OR, TX).
Apella Wealth
Legal name: Apella Capital, LLC
$11.1BAssets managed
8,503Clients
101Advisers
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
- 7323911
- Firm CRD
- 171106