Wayne C. Jamerson

KOVITZ INVESTMENT GROUP PARTNERS

FORT COLLINS, CO 80525

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CRD#: 2721943

Professional summary

Wayne Carl Jamerson, who also goes by Wayne C. Jamerson, is a registered financial advisor currently at KOVITZ INVESTMENT GROUP PARTNERS, LLC located in Fort Collins, Colorado.

Wayne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Wayne has worked at 8 firms and has passed the Series 65, Series 63, Series 31, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Wayne C. Jamerson

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) BAWDCO ADVISORS, LLC / INVESTMENT RELATED / 4102 SOUTH TIMBERLINE ROAD FORT COLLINS, CO 80525 / MANAGER OF IFAM CAPITAL / MEMBER / START 03-2015 / 10-20 HRS PER MO

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wayne Carl Jamerson's CRS (Customer Relationship Summary).

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

January 8, 2025 - Present

KOVITZ INVESTMENT GROUP PARTNERS, LLC

Office #1: 2133 S. Timberline Road Suite 120, Fort Collins, CO 80525

RIA

CRD#: 282241

FORT COLLINS, CO

Past

July 1, 2024 - December 31, 2024

KOVITZ INVESTMENT GROUP PARTNERS, LLC

RIA

CRD#: 282241

Fort Collins, CO

Past

April 9, 2015 - July 3, 2024

IFAM CAPITAL

RIA

CRD#: 175084

FORT COLLINS, CO

Past

January 17, 2014 - March 24, 2015

IFM CAPITAL ADVISORS, LLC

RIA

CRD#: 169587

FORT COLLINS, CO

Past

October 19, 2007 - January 29, 2014

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

FORT COLLINS, CO

Past

October 19, 2007 - January 29, 2014

UBS FINANCIAL SERVICES INC.

CRD#: 8174

FORT COLLINS, CO

Past

December 6, 2004 - October 30, 2007

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

FORT COLLINS, CO

Past

December 6, 2004 - October 30, 2007

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

FORT COLLINS, CO

Past

March 1, 2001 - November 29, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CHICAGO, IL

Past

November 17, 2000 - November 29, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

August 13, 1998 - November 7, 2000

CAPITAL RESOURCE FINANCIAL SERVICES, L.L.C.

CRD#: 44054

DARIEN, CT

Past

May 30, 1997 - March 5, 1998

PERSHING LLC

CRD#: 7560

JERSEY CITY, NJ

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".

KOVITZ INVESTMENT GROUP PARTNERS, LLC

CRD#: 282241 / SEC#: 801-107054

RIA

Registered Investment Advisory firm - (12/24/2015 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

Colorado
(1/8/2025)

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: 12/18/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/18/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 6/3/2005

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 3/17/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/14/2000

General Securities Principal Examination

Current Firm

KOVITZ INVESTMENT GROUP PARTNERS, LLC

CRD#: 282241 / SEC#: 801-107054

RIA

Registered Investment Advisory firm - (12/24/2015 Approved)

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Contact information

Main Address

10 S Wacker Drive Suite 2600, Chicago, IL 60606

Mailing Address

Phone number

(312) 334-7300

Established

Firm type

Fiscal year end

# of Employees

372

SEC notice filing (48 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KOVITZ FORM ADV PART 2A - AUGUST 2025 (11/10/2025)

KOVITZ_NORTHCOAST DBA FORM ADV PART 2A (11/10/2025)

KOVITZ WEATHERSTONE DBA DISCLOSURE BROCHURE (4/1/2025)

Regulatory assets under management

Total Number of Accounts	38,915
AUM (Assets Under Management)	$ 31,731,798,984

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/23/2025	Cover Page	Report
08/15/2024	Cover Page	Report
07/19/2023	Cover Page	Report

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

Wayne C. Jamerson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wayne Carl Jamerson's CRS (Customer Relationship Summary).

Certified licenses

Experience

KOVITZ INVESTMENT GROUP PARTNERS, LLC

IFAM CAPITAL

IFM CAPITAL ADVISORS, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CAPITAL RESOURCE FINANCIAL SERVICES, L.L.C.

PERSHING LLC

Primary Firm SEC Registration

KOVITZ INVESTMENT GROUP PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/18/2000

Series 63

Date: 9/18/1997

Series 31

Date: 6/3/2005

Series 7

Date: 3/17/1997

Series 24

Date: 2/14/2000

Current Firm

KOVITZ INVESTMENT GROUP PARTNERS, LLC

Contact information

SEC notice filing (48 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KOVITZ INVESTMENT GROUP PARTNERS, LLC

TRUST BUT VERIFY

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