Jamie L. Felker

ABUNDANCE WEALTH COUNSELORS

STATE COLLEGE, PA 16801

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CRD#: 5769657

Professional summary

Jamie Lee Felker, AIF® is a registered financial advisor currently at ABUNDANCE WEALTH COUNSELORS, LLC located in State College, Pennsylvania.

Jamie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jamie has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Lee Felker'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

March 15, 2012 - Present

ABUNDANCE WEALTH COUNSELORS, LLC

Office #1: 232 Regent Court, State College, PA 16801

RIA

CRD#: 111740

STATE COLLEGE, PA

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".

ABUNDANCE WEALTH COUNSELORS, LLC

CRD#: 111740 / SEC#: 801-60373

RIA

Registered Investment Advisory firm - (6/25/2001 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

Pennsylvania
(3/15/2012)

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

ABUNDANCE WEALTH COUNSELORS, LLC

CRD#: 111740 / SEC#: 801-60373

RIA

Registered Investment Advisory firm - (6/25/2001 Approved)

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Contact information

Main Address

232 Regent Court, State College, PA 16801

Mailing Address

Phone number

(814) 861-3810

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	1,725
AUM (Assets Under Management)	$ 1,299,669,773

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 L. Felker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jamie Lee Felker's CRS (Customer Relationship Summary).

Certified licenses

Experience

ABUNDANCE WEALTH COUNSELORS, LLC

Primary Firm SEC Registration

ABUNDANCE WEALTH COUNSELORS, LLC

State Registrations and Notice Filings

Exams

Current Firm

ABUNDANCE WEALTH COUNSELORS, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Regulatory assets under management

Red Flags

Company Information

ABUNDANCE WEALTH COUNSELORS, LLC

TRUST BUT VERIFY

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