Jamie U. Stolz

TANDEMGROWTH FINANCIAL ADVISORS

Alpharetta, GA 30022

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CRD#: 5681635

Professional summary

Jamie Underwood Stolz, CFP®, who also goes by Jamie Elizabeth Underwood, is a registered financial advisor currently at TANDEMGROWTH FINANCIAL ADVISORS, LLC located in Alpharetta, Georgia.

Jamie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Jamie has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jamie Elizabeth Underwood

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.

TAYLORMADE BABY CLOTHES LLC NON INVESTMENT-RELATED 4690 MOUNTAIN CREEK DR, ROSWELL, GA, 30075 HANDMADE CHILDREN'S CLOTHING, GIFTS, AND MONOGRAMMING POSITION: OWNER START DATE: 11/2013 HOURS/MONTH: 7 HOURS DURING SECURITY TRADING HOURS: 0 DUTIES: OPERATIONS AND ADMINISTRATION

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jamie Underwood Stolz'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

July 8, 2014 - Present

TANDEMGROWTH FINANCIAL ADVISORS, LLC

Office #1: 3820 Mansell Road Suite T30, Alpharetta, GA 30022

RIA

CRD#: 125490

Alpharetta, GA

Past

July 31, 2009 - August 6, 2013

HOMRICH BERG

RIA

CRD#: 108189

ATLANTA, GA

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".

TANDEMGROWTH FINANCIAL ADVISORS, LLC

CRD#: 125490 / SEC#: 801-79425

RIA

Registered Investment Advisory firm - (4/9/2014 Approved)

Florida

Registered Investment Advisory firm - (5/21/2014 Terminated)

Georgia

Registered Investment Advisory firm - (5/21/2014 Terminated)

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

Georgia
(7/8/2014)

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

Current Firm

TANDEMGROWTH FINANCIAL ADVISORS, LLC

CRD#: 125490 / SEC#: 801-79425

RIA

Registered Investment Advisory firm - (4/9/2014 Approved)

Florida

Registered Investment Advisory firm - (5/21/2014 Terminated)

Georgia

Registered Investment Advisory firm - (5/21/2014 Terminated)

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Contact information

Main Address

3820 Mansell Road Suite T30, Alpharetta, GA 30022

Mailing Address

Phone number

(770) 641-6360

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (9/29/2025)

Regulatory assets under management

Total Number of Accounts	672
AUM (Assets Under Management)	$ 258,055,730

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 U. Stolz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jamie Underwood Stolz's CRS (Customer Relationship Summary).

Certified licenses

Experience

TANDEMGROWTH FINANCIAL ADVISORS, LLC

HOMRICH BERG

Primary Firm SEC Registration

TANDEMGROWTH FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Current Firm

TANDEMGROWTH FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TANDEMGROWTH FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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