Jamie D. Carmack

CORDA INVESTMENT MANAGEMENT

Tyler, TX

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CRD#: 3240849

Professional summary

Jamie Dewayne Carmack, CFP®, who also goes by Jamie D Carmack, Jamie Dewayne Carmack, Jamie Carmack, is a registered financial advisor currently at CORDA INVESTMENT MANAGEMENT, LLC located in Tyler, Texas.

Jamie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jamie has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jamie D Carmack | Jamie Dewayne Carmack | Jamie Carmack

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.

EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355 NAME OF BUSINESS: NORTHWESTERN MUTUAL INVESTMENT RELATED ADDRESS (City/State): TYLER/TX NATURE OF BUSINESS: LIFE INSURANCE LICENSEE POSITION: AGENT HOLDING LICENSE UNTIL IT EXPIRES START DATE (Month/Year): 01/2021 APPROXIMATE HOURS PER MONTH: 0 NUMBER OF HOURS DURING TRADING HOURS: 0 DUTIES: HOLDING LICENSE UNTIL IT EXPIRES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jamie Dewayne Carmack'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®

CFP^®

Certified Financial Planner

Experience

Current

January 24, 2023 - Present

CORDA INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 108046

Tyler, TX

Past

March 31, 2022 - January 25, 2023

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

Scottsdale, AZ

Past

March 31, 2022 - January 25, 2023

VANGUARD MARKETING CORPORATION

CRD#: 7452

SCOTTSDALE, AZ

Past

February 16, 2021 - March 15, 2022

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

Longview, TX

Past

February 12, 2021 - March 15, 2022

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

Longview, TX

Past

February 27, 2018 - January 11, 2021

TD AMERITRADE, INC.

RIA

CRD#: 7870

TYLER, TX

Past

February 26, 2018 - December 31, 2020

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

TYLER, TX

Past

February 26, 2018 - January 11, 2021

TD AMERITRADE, INC.

CRD#: 7870

TYLER, TX

Past

January 31, 2017 - February 26, 2018

SCOTTRADE INVESTMENT MANAGEMENT

RIA

CRD#: 169988

SAINT LOUIS, MO

Past

January 9, 2002 - February 26, 2018

SCOTTRADE, INC.

CRD#: 8206

TYLER, TX

Past

March 14, 2001 - January 15, 2002

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Past

June 28, 1999 - February 23, 2001

J.P. SECURITIES, INC.

CRD#: 36559

BELLEVUE, NE

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".

CORDA INVESTMENT MANAGEMENT, LLC

BARNES, BONNER, CASTLES | CORDA INVESTMENT MANAGEMENT, LLC | CORDA INVESTMENT MANAGEMENT LLC | CORDA INVESTMENT MANAGEMENT

CRD#: 108046 / SEC#: 801-57097

RIA

Registered Investment Advisory firm - (12/20/1999 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

Texas
(1/24/2023)

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 66

Date: 1/31/2017

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/29/1999

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: 6/26/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/10/2004

General Securities Principal Examination

Current Firm

CORDA INVESTMENT MANAGEMENT, LLC

BARNES, BONNER, CASTLES | CORDA INVESTMENT MANAGEMENT, LLC | CORDA INVESTMENT MANAGEMENT LLC | CORDA INVESTMENT MANAGEMENT

CRD#: 108046 / SEC#: 801-57097

RIA

Registered Investment Advisory firm - (12/20/1999 Approved)

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Contact information

Main Address

8955 Katy Freeway Suite 200, Houston, TX 77024-1626

Mailing Address

Phone number

(713) 439-0665

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (33 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CORDA INVESTMENT MANAGEMENT ADV BROCHURE (8/12/2025)

Regulatory assets under management

Total Number of Accounts	2,966
AUM (Assets Under Management)	$ 1,726,638,629

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

Jamie D. Carmack

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jamie Dewayne Carmack's CRS (Customer Relationship Summary).

Certified licenses

Experience

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

SCOTTRADE INVESTMENT MANAGEMENT

SCOTTRADE, INC.

FIDELITY BROKERAGE SERVICES LLC

J.P. SECURITIES, INC.

Primary Firm SEC Registration

CORDA INVESTMENT MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/31/2017

Series 63

Date: 6/29/1999

SIE

Date: 10/1/2018

Series 7

Date: 6/26/1999

Series 24

Date: 4/10/2004

Current Firm

CORDA INVESTMENT MANAGEMENT, LLC

Contact information

SEC notice filing (33 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CORDA INVESTMENT MANAGEMENT, LLC

TRUST BUT VERIFY

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