Jamie Powell (CRD# 1596875) is an Investment Advisor Representative working at Capital Advisory Services, LLC in West Chester, OH and has over 35 years of experience in the finance industry. Jamie Powell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1210661
Cambridge Investment Research Advisors, Inc.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Advisory Services, LLC | West Chester, OH | Oct 2010 - Current | 13 |
| Berthel, Fisher & Company Financial Services, Inc. | West Chester, OH | Mar 2003 - Current | 21 |
| Capital Advisory Services | West Chester, OH | Jan 1991 - Current | 33 |
| Capital Advisory Services | West Chester, OH | Sep 1988 - Current | 35 |
| Rare Coins Of New Hampshire, Inc. | West Chester, OH | Apr 2011 - Aug 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1988 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2001 |
- FL
- IN
- KY
- OH
-
Total Assets Under Management72MILLIONS
-
Total Number of Accounts1,140ACCOUNTS
-
Average Account Value$63,263
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
FL, IN, KY, OH
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