Jamie Stone Email & Phone Number
Chief Planning Officer @ Means Wealth Management
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Jamie Stone Location
- Greenville, SC, US
Jamie Stone Work
- 2022 -now Chief Planning Officer @
- 2015 -2022 Wealth Advisor @ Mercer Global Advisors Inc.
- 2014 -2015 Private Client Consultant @
- 2013 -2014 Manager, Investment and Retirement Services @
- 2012 -2013 Investment Representative @
- 2009 -2012 Senior Investment Advisor @
- 2008 -2009 Investment Advisor @
- 2007 -2008 Investment Advisor Representative and Insurance Broker @ Northwest Retirement Security Group
- 2002 -2006 Investment Advisor Representative and Insurance Broker @ Whitfield's United Insurance Agencies, Inc.
- 2001 -2002 Financial Advisor @
Jamie Stone Education
- University of Washington
Bachelor of Arts
1997-2001
Jamie Stone Summary
- Jamie Stone, based in Greenville, SC, US, is currently a Chief Planning Officer at Means Wealth Management. Jamie Stone brings experience from previous roles at Mercer Global Advisors Inc., JPMorgan Chase Bank, NA and NRECA. Jamie Stone holds a 1997 - 2001 Bachelor of Arts @ University of Washington. Jamie Stone has 3 emails and 3 mobile phone numbers on RocketReach.
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