Jamie M. Esler
Professional summary
Jamie M Esler, CFP®, who also goes by James Myers Esler, is a registered financial advisor currently at CAPITAL MANAGEMENT GROUP located in Dania Beach, Florida.
Jamie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jamie has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jamie M Esler's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 23, 2018 - Present
CAPITAL MANAGEMENT GROUP
Office #1: 180 East Dania Beach Blvd Unit 702, Dania Beach, FL 33004Office #2: 7 Radcliffe Street 301, Charleston, SC 29403September 26, 2016 - October 23, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 20, 2016 - October 23, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 22, 2014 - August 31, 2016
NYLIFE SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/23/2018)
(4/21/2025)
Exams
Current Firm
CAPITAL MANAGEMENT GROUP
CRD#: 292838 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 11 |
| AUM (Assets Under Management) | $ 1,981,892 |
Red Flags
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Company Information
CAPITAL MANAGEMENT GROUP
CRD#: 292838Dania Beach, FL 33004TRUST BUT VERIFY
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