Jameson E. Hamilton
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jameson Eugene Hamilton, AIF®, who also goes by James Hamilton, Jamie Hamilton, was a registered financial professional .
Jameson is a previously registered financial professional and started their career in finance in 1994. Jameson had worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 9, 2018 - July 22, 2024
4J WEALTH MANAGEMENT, LLC
September 12, 2018 - November 4, 2022
PURSHE KAPLAN STERLING INVESTMENTS
February 17, 2016 - October 8, 2018
MCLAUGHLIN RYDER INVESTMENTS, INC.
March 19, 2012 - February 16, 2016
MCLAUGHLIN RYDER ADVISORY SERVICES, LLC
February 17, 2012 - October 8, 2018
MCLAUGHLIN RYDER INVESTMENTS, INC.
April 26, 2010 - April 10, 2012
CAMPBELL WEALTH MANAGEMENT, INC.
October 24, 2003 - April 26, 2010
LPL FINANCIAL LLC
October 23, 2003 - March 16, 2012
LPL FINANCIAL LLC
May 16, 2003 - November 6, 2003
SIGNATOR INVESTORS, INC.
November 27, 1998 - May 2, 2003
CITIGROUP GLOBAL MARKETS INC.
October 20, 1998 - May 2, 2003
CITIGROUP GLOBAL MARKETS INC.
April 25, 1994 - September 23, 1998
MORGAN STANLEY DW INC.
Primary Firm SEC Registration
4J WEALTH MANAGEMENT, LLC
CRD#: 297268 / SEC#: 801-113972
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
4J WEALTH MANAGEMENT, LLC
CRD#: 297268 / SEC#: 801-113972
Contact information
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 724 |
| AUM (Assets Under Management) | $ 294,051,825 |
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.
