Jamie E. Colonna

MY PERSONAL CFO

VANCOUVER, WA 98660

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CRD#: 8006178

Professional summary

Jamie Elizabeth Colonna is a registered financial advisor currently at MY PERSONAL CFO, LLC located in Vancouver, Washington.

Jamie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jamie has worked at 1 firm and has passed the Series 65 exam.

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 Elizabeth Colonna'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®

None

Experience

Current

January 31, 2025 - Present

MY PERSONAL CFO, LLC

Office #1: 1220 Main Street Suite 400, Vancouver, WA 98660

RIA

CRD#: 299424

VANCOUVER, WA

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".

MY PERSONAL CFO, LLC

CRD#: 299424 / SEC#: 801-120606

RIA

Registered Investment Advisory firm - (4/16/2021 Approved)

Oregon

Registered Investment Advisory firm - (11/15/2021 Terminated)

Washington

Registered Investment Advisory firm - (7/16/2021 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

Washington
(1/31/2025)

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: 1/30/2025

Uniform Investment Adviser Law Examination

Current Firm

MY PERSONAL CFO, LLC

CRD#: 299424 / SEC#: 801-120606

RIA

Registered Investment Advisory firm - (4/16/2021 Approved)

Oregon

Registered Investment Advisory firm - (11/15/2021 Terminated)

Washington

Registered Investment Advisory firm - (7/16/2021 Terminated)

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Contact information

Main Address

1220 Main Street Suite 400, Vancouver, WA 98660

Mailing Address

Phone number

(503) 912-2090

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MY PERSONAL CFO, LLC DISCLOSURE BROCHURE (2/27/2025)

Regulatory assets under management

Total Number of Accounts	429
AUM (Assets Under Management)	$ 334,391,343

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/28/2025	Cover Page	Report
08/27/2025	Cover Page	Report

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 E. Colonna

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jamie Elizabeth Colonna's CRS (Customer Relationship Summary).

Certified licenses

Experience

MY PERSONAL CFO, LLC

Primary Firm SEC Registration

MY PERSONAL CFO, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/30/2025

Current Firm

MY PERSONAL CFO, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MY PERSONAL CFO, LLC

TRUST BUT VERIFY

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