Jamie M. Powell
CAPITAL ADVISORY SERVICES
West Chester, OH 45069
CRD#: 1596875
Professional summary
Jamie Mittiga Powell, CFP®, who also goes by Jamie Mittiga, is a registered financial advisor currently at CAPITAL ADVISORY SERVICES, LLC located in West Chester, Ohio and BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. located in West Chester, Ohio.
Jamie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Jamie has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 62, Series 22, Series 6 and Series 24 exams.
Question & Answer
What are your service offerings?
Investment Planning
Comprehensive Financial Planni...
Retirement Planning
Retirement Income Management
Insurance Planning
Long-term Care
Estate Planning
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
Jamie Mittiga
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. CAPITAL ADVISORY SERVICES LLC-Y-WEST CHESTER, OH-SECURITIES SALES-OWNER/REGISTERED REPRESENTATIVE-10/2010-80-DBA FOR SECURITIES BUSINESS & OWNER OF TAX PREP BUSINESS. 2. CAPITAL ADVISORY SERVICES LLC-Y-WEST CHESTER, OH-RIA BUSINESS-REPRESENTATIVE-10/2010-120-120-REGISTERED INVESTMENT ADVISOR. 3. JAMIE M. POWELL-Y-WEST CHESTER, OH-Insurance Sales-OWNER-1/1988-5-1-SALES OF FIXED INSURANCE to include Life Insurance, Medical Insurance, Disability Insurance and LTC insurance. 4. Avion Energy,Inc-N-Lawrenceville, GA-Energy procurement company-Board Member-6/2017-2-0-attend meetings to discuss any issues effecting the overall growth, direction, operations and management of the company. 5.Rare Disease Family Foundation, LLC-N-West Chester, OH-Help young adults/children w/ rare diseases-Director/Secretary/Owner-07/2018-5-1-RDFF lends a hand w/ children w/ rare diseases.
CRS (Client Relationship Summary) - RIA
Click below to view Jamie Mittiga Powell's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1991
Experience
Current
January 13, 2005 - Present
CAPITAL ADVISORY SERVICES, LLC
Office #1: 8240 Beckett Park Drive Suite B, West Chester, OH 45069RIA
CRD#: 121227
West Chester, OH
Current
March 31, 2003 - Present
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Office #1: 8240 Beckett Park Drive Suite B, West Chester, OH 45069Office #2: 211 South Walnut, Van Wert, OH 45891RIA
BD
CRD#: 13609
West Chester, OH
Past
July 26, 2001 - March 31, 2003
CONTINENTAL CAPITAL INVESTMENT SERVICES, INC.
BD
CRD#: 2864
BRYAN, OH
Past
September 26, 1988 - July 27, 2001
ADVANTAGE CAPITAL CORPORATION
BD
CRD#: 146
ATLANTA, GA
Past
August 21, 1987 - February 4, 1988
INTEGRATED RESOURCES EQUITY CORPORATION
BD
CRD#: 6403
Past
March 17, 1987 - August 25, 1987
ADVANTAGE CAPITAL CORPORATION
BD
CRD#: 146
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(4/13/2018)
RR
California(3/8/2021)
RR
Colorado(1/2/2008)
RR
Florida(4/1/2003)
IAR
Florida(10/18/2022)
RR
Georgia(3/31/2003)
RR
Illinois(10/20/2016)
RR
Indiana(3/31/2003)
IAR
Indiana(1/13/2005)
RR
Kansas(7/18/2022)
RR
Kentucky(3/31/2003)
IAR
Kentucky(7/22/2022)
RR
Louisiana(1/3/2022)
RR
Maryland(9/3/2003)
RR
Michigan(1/11/2011)
RR
Minnesota(11/20/2018)
RR
Mississippi(5/21/2024)
RR
New York(2/13/2019)
RR
North Carolina(10/4/2022)
RR
Ohio(3/31/2003)
IAR
Ohio(4/29/2016)
RR
Oregon(3/18/2013)
RR
Pennsylvania(1/3/2023)
RR
South Carolina(11/28/2023)
RR
South Dakota(3/3/2023)
RR
Tennessee(6/21/2022)
RR
Texas(1/12/2023)
RR
Utah(8/29/2017)
RR
Virginia(1/27/2009)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 2/7/1990
Corporate Securities Limited Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CA
CAPITAL ADVISORY SERVICES, LLC
CAPITAL ADVISORY SERVICES | POWELL, JAMIE M | FINANCIAL COUNSELING & INSURANCE SERVICES | CAPITAL ADVISORY SERVICES, LLC
CRD#: 121227 / SEC#:
Florida
Registered Investment Advisory firm - (10/18/2022 Approved)Indiana
Registered Investment Advisory firm - (1/10/2005 Approved)Kentucky
Registered Investment Advisory firm - (4/22/2010 Approved)Ohio
Registered Investment Advisory firm - (1/14/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8240 Beckett Park Drive Suite B, West Chester, OH 45069
Mailing Address
Phone number
(513) 942-7000
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 1,279 |
| AUM (Assets Under Management) | $ 78,107,730 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
