Jamie Waltman is a skilled professional, working in Wells Fargo Advisors main office of which is in 104. on the position of Managing Director - Investments from 2019. This person has earned professional experience in more than four positions at different companies. Jamie Waltman went to the Widener University and was studying from 1996 to 1999. Jamie Waltman has such professional qualifications as Series 7, Series 63, and Series 65. Stockton, New Jersey is the city, where this person was known to live. Jamie Waltman's contacts can be easily accessed through this website by request.
Name variants:
James Waltman,
Jameson Waltman,
Jamesina Waltman
Last updated May 24, 2024
Contact Information
Last Update
Jul 12, 2022
Email
ja**@ubs.com, jw**@comcast.net
Location
Stockton, NJ
Company
Workplace
Colleagues
Work History
Managing Director - Investments
1 north Jefferson Ave St, Louis, MO
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC/Member SIPC.
from Mar 2019
Senior Vice President - Wealth Management
UBS works with private clients, institutions and corporations around the world to help answer some of life's questions – whether through expert wealth management advice, investment banking a...
Apr 1, 2006 — Mar 2019
Education
Jan 1, 1996 — Dec 31, 1999
Jan 1, 1993 — 1996
Jan 1, 1991 — 1993
Occupations
Executive
Chief Executive Officer
Accountant
Finance and Accounting Specialist
Senior Vice President
Corporate Executive
Chief Executive
Accounting Bookkeeper
Bookkeeper
Vice President
Skills
Retirement Planning
Asset Allocation
Investment Strategies
Financial Analysis
Wealth Management
Series 7
Series 63
Series 65
Wealth Preservation Planning
Portfolio Management
FAQs about Jamie Waltman
What is the main profession of Jamie Waltman?
Jamie is a Managing Director - Investments.
What jobs is Jamie proficient at at?
Jamie is a professional Executive and Chief Executive Officer jobs.
Where does Jamie Waltman currently live?
The expert currently lives in Stockton, New Jersey.
What is the expert's email?
Jamie Waltman's email is ja**@ubs.com and jw**@comcast.net.
How many companies did Jamie Waltman work at?
Jamie Waltman worked at four jobs.
What education does Jamie Waltman have?
Jamie studied at the Widener University from 1996 to 1999.
What are the certifications of Jamie Waltman?
The expert received the following certifications: Series 7, Series 63, Series 65, and Ubs Financial Services Inc. Important Notices.
Are there any professional industries Jamie Waltman is connected to?
Jamie works in Financial Services industry.