Perfil
Mr. Jamie L.
Felker is a Chief Executive Officer & Wealth Counselor at Abundance Wealth Counselors LLC.
He has over two decades of experience in the financial services industry, he is resourceful in creating an environment of success—for the company and its clients.
He also advises individual clients on their personal finances, consistently ensuring their satisfaction.
He received his undergraduate degree from Robert Morris University and a graduate degree from the University of Phoenix.
Cargos activos de Jamie Felker
| Empresas | Cargo | Inicio |
|---|---|---|
Abundance Wealth Counselors LLC
Abundance Wealth Counselors LLC Investment ManagersFinance Abundance constructs diversified portfolios customized to client’s specific risk tolerances and changing economic environments. Their investment strategies are diversified globally and consists of individual equity and fixed income components, mutual funds, and exchange-traded funds (ETFs), and are available for different risk levels as determined to be appropriate by the client and advisor. | Director Ejecutivo | 01/01/2005 |
Antiguos cargos conocidos de Jamie Felker.
| Empresas | Cargo | Fin |
|---|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Ventas & Marketing | 31/12/2004 |
Formación de Jamie Felker.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
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Ejecutivos
Empresas relacionadas
| Empresas privadas | 4 |
|---|---|
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
Robert Morris University
Robert Morris University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Phoenix
University of Phoenix Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Abundance Wealth Counselors LLC
Abundance Wealth Counselors LLC Investment ManagersFinance Abundance constructs diversified portfolios customized to client’s specific risk tolerances and changing economic environments. Their investment strategies are diversified globally and consists of individual equity and fixed income components, mutual funds, and exchange-traded funds (ETFs), and are available for different risk levels as determined to be appropriate by the client and advisor. | Finance |
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