Jamie Powell's Location
Olde West Chester, OH, US
Jamie Powell's Work
- Owner and Investment Advisor @ Capital Advisory Services, LLC
- Registered Representitive @ BERTHEL FISHER & COMPANY, INC.
- Investment Advisor @ Retirement Capital Advisor
Jamie Powell's Education
- College for Financial Planning
Certified Fianacial Planning Practitioner (CFP) (Financial Planning and Services)
1990 - 1991 - Indiana University Bloomington
BS (Marketing/Advertising)
1977 - 1981
Jamie Powell's Skills
- Investment Advisory
- Mutual Funds
- Wealth Management
- Retirement Planning
- Retirement
- Strategic Financial Planning
- Investments
- Estate Planning
- Asset Allocation
- Investment Strategies
Jamie Powell's Summary
Jamie Powell, based in Olde West Chester, OH, US, is currently a Owner and Investment Advisor at Capital Advisory Services, LLC, bringing experience from previous roles at BERTHEL FISHER & COMPANY, INC. and Retirement Capital Advisor. Jamie Powell holds a 1990 - 1991 Certified Fianacial Planning Practitioner (CFP) in Financial Planning and Services @ College for Financial Planning. With a robust skill set that includes Investment Advisory, Mutual Funds, Wealth Management, Retirement Planning, Retirement and more, Jamie Powell contributes valuable insights to the industry. Jamie Powell has 2 emails on RocketReach.
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