Jammison Andrew Applequist
Professional Summary
Jammison Andrew Applequist, who also goes by Jamie A. Applequist, Jamie Andrew Applequist, was a registered financial advisor. Jammison was a previously registered financial professional and started their career in finance 2004 - 2013. Jammison had worked at 2 firms and has passed the Series 65, Series 63 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jamie A. Applequist, Jamie Andrew Applequist
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
22 years in the financial services industry
Current & Past Employments
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Current Firm
CREDIT UNION INVESTMENT SERVICES | CREDIT UNION INVESTMENT SERVICES, INC.
Contact Information
Main Address
801 Hillsborough Street 3rd Floor, Raleigh, NC 27603Mailing Address
Po Box 26807, Raleigh, NC 27611Phone Number
(800) 451-5467# of Employees
259Documents
Regulatory Assets Under Management
Total Number of Accounts
266AUM (Assets Under Management)
$93,575,488Similar Advisors
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jul 2004About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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