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Jamie Lynn Bigsby

Jamie L. Bigsby

GLASSY MOUNTAIN ADVISORS
Charlotte, NC
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CRD#: 3276052
Jamie Lynn Bigsby

Professional summary

Jamie Lynn Bigsby, CFP®, who also goes by Jamie Bigsby, is a registered financial advisor currently at GLASSY MOUNTAIN ADVISORS, INC. located in Charlotte, North Carolina.

Jamie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jamie has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jamie Bigsby

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 Jamie Lynn Bigsby'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

Start date: 2014

Experience

Current

February 5, 2026 - Present

GLASSY MOUNTAIN ADVISORS, INC.

RIA
CRD#: 314937
Charlotte, NC
Past

October 2, 2019 - August 9, 2022

VANGUARD ADVISERS, INC.

RIA
CRD#: 106715
CHARLOTTE, NC
Past

April 21, 2011 - August 9, 2022

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
CHARLOTTE, NC
Past

March 16, 2009 - April 18, 2011

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
PINEVILLE, NC
Past

March 13, 2009 - April 18, 2011

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
PINEVILLE, NC
Past

January 13, 2006 - March 26, 2009

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
GREENVILLE, SC
Past

December 21, 2005 - March 26, 2009

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
GREENVILLE, SC
Past

June 1, 2004 - December 2, 2005

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA
Past

February 21, 2001 - January 13, 2004

BACAP DISTRIBUTORS, LLC

BD
CRD#: 46088
CHARLOTTE, NC
Past

May 16, 2000 - January 17, 2001

STEPHENS

BD
CRD#: 3496
LITTLE ROCK, AR
Past

September 23, 1999 - April 24, 2000

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DES MOINES, IA

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".
GM
GLASSY MOUNTAIN ADVISORS, INC.
GLASSY MOUNTAIN ADVISORS, INC. | GLASSY MOUNTAIN WEALTH ADVISORS, INC.

CRD#: 314937 / SEC#: 801-121469

RIA
Registered Investment Advisory firm - (6/14/2021 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
Maryland
(2/5/2026)
IAR
North Carolina
(2/6/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/12/2006
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/29/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 2/27/2006
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 9/22/1999
General Securities Representative Examination

Current Firm

GM
GLASSY MOUNTAIN ADVISORS, INC.
GLASSY MOUNTAIN ADVISORS, INC. | GLASSY MOUNTAIN WEALTH ADVISORS, INC.

CRD#: 314937 / SEC#: 801-121469

RIA
Registered Investment Advisory firm - (6/14/2021 Approved)
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Contact information

Main Address
7200 Wisconsin Avenue Suite 500, Bethesda, MD 20814
Mailing Address
Phone number
(301) 541-8900
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts324
AUM (Assets Under Management)$ 334,938,578

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.

Company Information

GLASSY MOUNTAIN ADVISORS, INC.

CRD#: 314937Charlotte, NC

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