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Jamie Lee Ireland

Investment adviser representative at Private Advisor Group, LLC
14 yearsExperience
1 stateRegistered in
$57.7BFirm assets
15 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 feeOther

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

14 years in the industry.

  1. Private Advisor Group, LLCDec 2022 to now
  2. LPL FinancialFeb 2021 to now
  3. Mercer Wealth ManagementFeb 2021 to now
  4. Ascena Retail/ LoftJun 2020 to Feb 2021
  5. Furloughed/ On Unemployment From LoftMar 2020 to Jun 2020
  6. Ascena Retail/loftMay 2012 to Mar 2020

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

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

Private Advisor Group, LLC

$57.7BAssets managed
170,206Clients
919Advisers
15 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
7337609
Firm CRD
155216
Advisor's SEC record (opens in a new tab)
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