Kurt H. Jamiel

INCOME ASSOCIATES

BARRINGTON, RI 02806

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CRD#: 2692358

Professional summary

Kurt Hirum Jamiel is a registered financial advisor currently at INCOME ASSOCIATES located in Barrington, Rhode Island.

Kurt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Kurt has worked at 12 firms and has passed the Series 65, Series 63, SIE and Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kurt Hirum Jamiel'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®

None

Experience

Current

September 13, 2024 - Present

INCOME ASSOCIATES

Office #1: 57 Maple Ave Suite 104, Barrington, RI 02806

RIA

CRD#: 326018

BARRINGTON, RI

Past

June 29, 2023 - September 18, 2024

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

WARREN, RI

Past

May 20, 2021 - June 29, 2023

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

WARREN, RI

Past

September 20, 2019 - September 18, 2024

CETERA WEALTH SERVICES, LLC

CRD#: 13572

WARREN, RI

Past

May 7, 2014 - May 20, 2021

SUMMIT FINANCIAL GROUP INC

RIA

CRD#: 109485

WARREN, RI

Past

May 1, 2014 - September 20, 2019

SUMMIT BROKERAGE SERVICES, INC.

CRD#: 34643

WARREN, RI

Past

April 6, 2006 - May 1, 2014

CAPITOL SECURITIES MANAGEMENT, INC.

RIA

CRD#: 14169

WARREN, RI

Past

April 22, 2004 - December 31, 2004

CAPITOL SECURITIES MANAGEMENT, INC.

RIA

CRD#: 14169

WARREN, RI

Past

January 2, 2004 - May 1, 2014

CAPITOL SECURITIES MANAGEMENT, INC.

CRD#: 14169

WARREN, RI

Past

August 20, 2002 - December 31, 2003

TIER ONE PARTNERS, INC.

CRD#: 4090

BELLEAIRE BEACH, FL

Past

April 2, 2001 - September 27, 2001

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

December 14, 2000 - March 6, 2001

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

June 16, 2000 - December 19, 2000

CITIZENS SECURITIES, INC.

CRD#: 39550

JOHNSTON, RI

Past

October 12, 1999 - April 5, 2000

CITIZENS SECURITIES, INC.

CRD#: 39550

JOHNSTON, RI

Past

December 5, 1996 - October 8, 1999

BANKBOSTON INVESTOR SERVICES, INC.

CRD#: 36369

BOSTON, MA

Past

May 2, 1996 - October 8, 1996

AEGON USA SECURITIES INC.

CRD#: 13302

CEDAR RAPIDS, IA

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

Massachusetts
(11/26/2024)

IAR

Rhode Island
(9/13/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/21/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/16/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/1/1996

General Securities Representative Examination

Current Firm

INCOME ASSOCIATES

INCOME ASSOCIATES | JAMIEL FINANCIAL ADVISORS, LLC

CRD#: 326018 / SEC#:

Massachusetts

Registered Investment Advisory firm - (11/26/2024 Approved)

Rhode Island

Registered Investment Advisory firm - (7/24/2024 Approved)

PREMIUM

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Contact information

Main Address

57 Maple Ave Suite 104, Barrington, RI 02806

Mailing Address

Phone number

(401) 245-5744

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	77
AUM (Assets Under Management)	$ 9,369,473

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.

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Advisor Monitoring

Firm Stability Insights

Kurt H. Jamiel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kurt Hirum Jamiel's CRS (Customer Relationship Summary).

Certified licenses

Experience

INCOME ASSOCIATES

CETERA INVESTMENT ADVISERS LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

SUMMIT FINANCIAL GROUP INC

SUMMIT BROKERAGE SERVICES, INC.

CAPITOL SECURITIES MANAGEMENT, INC.

CAPITOL SECURITIES MANAGEMENT, INC.

CAPITOL SECURITIES MANAGEMENT, INC.

TIER ONE PARTNERS, INC.

LPL FINANCIAL LLC

CITIGROUP GLOBAL MARKETS INC.

CITIZENS SECURITIES, INC.

CITIZENS SECURITIES, INC.

BANKBOSTON INVESTOR SERVICES, INC.

AEGON USA SECURITIES INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/21/2004

Series 63

Date: 5/16/1996

SIE

Date: 10/1/2018

Series 7

Date: 3/1/1996

Current Firm

INCOME ASSOCIATES

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INCOME ASSOCIATES

TRUST BUT VERIFY

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