JL
Jamie P. Linkowski
PRIMESOLUTIONS ADVISORS
PITTSBURGH, PA 15212
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CRD#: 1854052
JL
Professional summary
Jamie Patrick Linkowski is a registered financial advisor currently at PRIMESOLUTIONS ADVISORS, LLC located in Pittsburgh, Pennsylvania.
Jamie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Jamie has worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
JAMIE PATRICK LINKOWSKI IS SEPARATELY LICENSED AS AN INDEPENDENT INSURANCE AGENT. IN THIS CAPACITY, HE CAN AFFECT TRANSACTIONS IN INSURANCE PRODUCTS FOR HIS CLIENTS AND EARN COMMISSIONS FOR THESE ACTIVITIES. THE FEES YOU PAY OUR FIRM FOR ADVISORY SERVICES ARE SEPARATE AND DISTINCT FROM THE COMMISSIONS EARNED BY MR. LINKOWSKI FOR INSURANCE RELATED ACTIVITIES. TO THE EXTENT YOU ARE DISCUSSING ANY INSURANCE PRODUCTS, THIS COULD PRESENT A CONFLICT OF INTEREST BECAUSE MR. LINKOWSKI MAY HAVE AN INCENTIVE TO RECOMMEND INSURANCE PRODUCTS TO YOU FOR THE PURPOSE OF GENERATING COMMISSIONS RATHER THAN SOLELY BASED ON YOUR NEEDS. HOWEVER, YOU ARE UNDER NO OBLIGATION, CONTRACTUALLY OR OTHERWISE, TO PURCHASE INSURANCE PRODUCTS THROUGH ANY PERSON AFFILIATED. ONEVISION ENTERPRISES, LLC, CHAIRMAN, INVESTMENT RELATED, PRIVATE AND BUSINESS CONSULTING IN NATURE. MUCH LIKE A BOARD POSITION WHERE MR. LINKOWSKI OVERSEES VARIOUS ACTIVITIES OF THE VENTURE BUT IS NOT INVOLVED IN THE DAY-TO-DAY OPERATIONS. REQUIRES LESS THAN 10% OF HIS TIME PER MONTH. QUESTIS, NON INVESTMENT-RELATED, 176 CROGHAN SPUR, STE. 350, CHARLESTON, SC, 29407, FINANCIAL WELLNESS FINTECH FIRM, SHAREHOLDER AND CHIEF STRATEGY OFFICER, START DATE; 8-1-2019, REQUIRES LESS THAN 10% OF HIS TIME PER MONTH, DUTIES CONSIST OF VISION, THOUGHT LEADERSHIP, STRATEGY AND CONSULT ON EXECUTION. ALSO ASSIST WITH BUSINESS DEVELOPMENT, NETWORKING AND LEAD GENERATION. PEOPLEONE HEALTH, NON INVESTMENT-RELATED, 362 TERRACE PL., OAKMONT, PA 15139, POPULATION HEALTH AND TECH COMPANY, SHAREHOLDER, START DATE; 1-1-2018, REQUIRES LESS THAN 10% OF HIS TIME PER MONTH, DUTIES CONSIST OF BUSINESS DEVELOPMENT.
CRS (Client Relationship Summary) - RIA
Click below to view Jamie Patrick Linkowski'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®
NoneExperience
Current
April 3, 2001 - Present
PRIMESOLUTIONS ADVISORS, LLC
Office #1: 850 Ridge Avenue, Pittsburgh, PA 15212RIA
CRD#: 110085
PITTSBURGH, PA
Past
March 11, 2009 - December 2, 2009
NRP ADVISORS, INC.
RIA
CRD#: 141430
PITTSBURGH, PA
Past
August 1, 2000 - March 12, 2001
PRIMESOLUTIONS SECURITIES, INC.
BD
CRD#: 46017
CLEVELAND, OH
Past
March 23, 1998 - August 8, 2000
LPL FINANCIAL LLC
BD
CRD#: 6413
FORT MILL, SC
Past
April 7, 1994 - March 31, 1998
1717 CAPITAL MANAGEMENT COMPANY
BD
CRD#: 4082
NEWARK, DE
Past
October 28, 1988 - February 7, 1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BD
CRD#: 4039
NEW YORK, NY
Past
October 28, 1988 - February 7, 1994
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PA
PRIMESOLUTIONS ADVISORS, LLC
PRIME SOLUTIONS ADVISORS, LLC | PRIMESOLUTIONS ADVISORS, LLC
CRD#: 110085 / SEC#: 801-60028
RIA
Registered Investment Advisory firm - (2/16/2001 Approved)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.Highlighted states indicate IAR registrations
IAR
Pennsylvania(4/3/2001)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
PA
PRIMESOLUTIONS ADVISORS, LLC
PRIME SOLUTIONS ADVISORS, LLC | PRIMESOLUTIONS ADVISORS, LLC
CRD#: 110085 / SEC#: 801-60028
RIA
Registered Investment Advisory firm - (2/16/2001 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
850 Ridge Avenue, Pittsburgh, PA 15212
Mailing Address
Phone number
(412) 818-5780
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3 |
| AUM (Assets Under Management) | $ 402,585,606 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
