Mobile Phone: 803-712-4534
Jamie began his career as a Financial Advisor with Waddell & Reed after completing his Bachelor's Degree from The Citadel in 2001. Jamie quickly learned the business during one of the worst declines in stock market history. The events of 2001-2002 helped to prepare him for future economic downturns and the experience has proven to be invaluable.
Waddell & Reed has acknowledged his achievements in various ways. He has been invited multiple times to participate in Waddell & Reed's annual Circle of Champions conference. Jamie has also been appointed to the firm's Million Dollar Club.* Other qualifications include Jamie's authorized use of the Chartered Mutual Fund Counselor designation and his certification as a CERTIFIED FINANCIAL PLANNER™ professional.
In addition to his professional career, Jamie is committed to serving his community. He is an active member of Shandon Baptist Church in Columbia, SC. He also serves as a local Ministry Volunteer for Crown Financial Ministries. Reach Out Columbia!, a magazine distributed throughout the Columbia-metro area, regularly features articles written by Jamie. He is also a member of several organizations, including the Financial Planning Association.
Jamie's other interests include reading, history, and traveling. He currently lives in Columbia with his wife, Leah, and their three children. She has a PhD in School Psychology from the University of South Carolina and is currently a School Psychologist for the Lexington-Richland Five School District.
Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, member FINRA/SIPC and Federally Registered Investment Advisor. Waddell & Reed is not affiliated with Accumulus Group.
Waddell & Reed is not affiliated with any organizations listed herein.
Certifed Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame design)® in the US. Chartered Mutual Fund Counselor and CMFC® are registered service marks of the College for Financial Planning®.
*The awards are presented annually by the firm based on an analysis of investment, insurance and financial planning sales generated by the advisor. 08/18