Jamie T. Stone

MEANS WEALTH MANAGEMENT

Greenville, SC 29601

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CRD#: 4452178

Professional summary

Jamie Tabor Stone, CFP®, ChFC®, who also goes by Jamie T Stone, Jamie Tabor Stone, is a registered financial advisor currently at MEANS WEALTH MANAGEMENT located in Greenville, South Carolina.

Jamie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Jamie has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jamie T Stone | Jamie Tabor Stone

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 Tabor Stone'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: 2006

ChFC^®

Chartered Financial Consultant

Experience

Current

February 7, 2022 - Present

MEANS WEALTH MANAGEMENT

Office #1: 325 Augusta Street, Greenville, SC 29601

RIA

CRD#: 2748

Greenville, SC

Past

September 4, 2015 - February 2, 2022

MERCER GLOBAL ADVISORS INC.

RIA

CRD#: 147363

Westerville, OH

Past

April 8, 2014 - September 9, 2015

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

WESTERVILLE, OH

Past

April 8, 2014 - September 9, 2015

J.P. MORGAN SECURITIES LLC

CRD#: 79

WESTERVILLE, OH

Past

November 10, 2008 - March 13, 2014

HOMESTEAD ADVISERS CORP.

RIA

CRD#: 109845

ARLINGTON, VA

Past

November 10, 2008 - January 6, 2014

HOMESTEAD FINANCIAL SERVICES CORP.

CRD#: 26643

ARLINGTON, VA

Past

February 8, 2006 - November 12, 2008

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

MARYSVILLE, WA

Past

January 20, 2004 - November 12, 2008

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

MARYSVILLE, WA

Past

December 12, 2002 - January 21, 2004

SIGNATOR FINANCIAL SERVICES, INC.

RIA

CRD#: 19061

MARYSVILLE, WA

Past

December 12, 2002 - January 21, 2004

SIGNATOR FINANCIAL SERVICES, INC.

CRD#: 19061

BOSTON, MA

Past

December 18, 2001 - December 31, 2002

WADDELL & REED

RIA

CRD#: 866

LYNNWOOD , WA

Past

October 26, 2001 - December 31, 2002

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

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".

MEANS WEALTH MANAGEMENT

MEANS INVESTMENT CO., INC. | MEANS WEALTH MANAGEMENT | MEANS INVESTMENT COMPANY

CRD#: 2748 / SEC#: 801-80992, 8-27458

RIA

Registered Investment Advisory firm - SEC (2/19/2015 Approved)

Maine

Registered Investment Advisory firm - SEC (2/24/2015 Terminated)

Massachusetts

Registered Investment Advisory firm - SEC (3/26/2007 Terminated)

New Hampshire

Registered Investment Advisory firm - SEC (7/20/2005 Terminated)

Terminated by SEC on 03/31/2019

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

South Carolina
(2/7/2022)

IAR

Texas
(2/7/2022)

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: 11/20/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/2/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/9/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/19/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/25/2001

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MEANS WEALTH MANAGEMENT

MEANS INVESTMENT CO., INC. | MEANS WEALTH MANAGEMENT | MEANS INVESTMENT COMPANY

CRD#: 2748 / SEC#: 801-80992, 8-27458

RIA

Registered Investment Advisory firm - SEC (2/19/2015 Approved)

Maine

Registered Investment Advisory firm - SEC (2/24/2015 Terminated)

Massachusetts

Registered Investment Advisory firm - SEC (3/26/2007 Terminated)

New Hampshire

Registered Investment Advisory firm - SEC (7/20/2005 Terminated)

Terminated by SEC on 03/31/2019

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Contact information

Main Address

802 Stillwater Ave., Bangor, ME 04401-3614

Mailing Address

Phone number

+1 (207) 947-6763

Established

Maine since 10/01/1981

Firm type

Corporation

Fiscal year end

December

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MEANS WEALTH MANAGEMENT 2A & 2B BROCHURE (11/12/2025)

Direct owners and executive officers

Name	Position	CRD#
MEANS, ZACHARY PAUL	CEO	5002275
MEANS, PAUL BANWELL	PRESIDENT	330815
DUDLEY, JOHN RUSSELL	SENIOR VICE PRESIDENT	4410559
WOODBURY, ERIC GEORGE	CCO	4931203

Regulatory assets under management

Total Number of Accounts	3,302
AUM (Assets Under Management)	$ 1,306,705,211

Disclosures

Regulatory Event

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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Jamie T. Stone

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jamie Tabor Stone's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERCER GLOBAL ADVISORS INC.

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

HOMESTEAD ADVISERS CORP.

HOMESTEAD FINANCIAL SERVICES CORP.

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

SIGNATOR FINANCIAL SERVICES, INC.

SIGNATOR FINANCIAL SERVICES, INC.

WADDELL & REED

WADDELL & REED

Primary Firm SEC Registration

MEANS WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 11/20/2001

Series 63

Date: 11/2/2001

SIE

Date: 9/9/2015

Series 7

Date: 1/19/2007

Series 6

Date: 10/25/2001

Current Firm

MEANS WEALTH MANAGEMENT

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

MEANS WEALTH MANAGEMENT

TRUST BUT VERIFY

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