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Jamie Tabor Stone

Means Wealth Management

Greenville, SC

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Current Employers
Means Wealth Management

802 Stillwater Ave., Bangor, ME 04401-3614 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2022-02-07
TX RA APPROVED 2022-02-07
  • SC RA
    APPROVED
    Since 2022-02-07
  • TX RA
    APPROVED
    Since 2022-02-07

Branch Locations

325 Augusta Street, Greenville, SC 29601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mercer Global Advisors Inc. Columbus OH 08/2015 07/2017
Mercer Global Advisors Inc. Columbus OH 07/2017 06/2018
Mercer Global Advisors Inc. Westerville OH 07/2018 01/2022
Means Wealth Management Greenville SC 02/2022 Present
Previous Registrations
  • 2015-09-04 → 2022-02-02
    Mercer Global Advisors Inc.
    Columbus, OH
    Westerville, OH
  • 2014-04-08 → 2015-09-09
    J.P. Morgan Securities Llc
    Westerville, OH
  • 2008-11-10 → 2014-03-13
    Homestead Advisers Corp.
    Arlington, VA
  • 2006-02-08 → 2008-11-12
    Woodbury Financial Services, Inc.
    Mount Vernon, WA
    Everett, WA
  • 2002-12-12 → 2004-01-21
    Signator Financial Services, Inc.
    Marysville, WA
  • 2001-12-18 → 2002-12-31
    Waddell & Reed
    Lynnwood , WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-11-20
S63 Uniform Securities Agent State Law Examination 2001-11-02
  • S65 Uniform Investment Adviser Law Examination
    2001-11-20
  • S63 Uniform Securities Agent State Law Examination
    2001-11-02
Designations
Other Names
  • Jamie Tabor Stone
  • Jamie T Stone

View on SEC IAPD

Other Firms

RAYMOND JAMES & ASSOCIATES, INC.
FORTIS CAPITAL ADVISORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
THE HUNTINGTON INVESTMENT COMPANY
AMERIPRISE FINANCIAL SERVICES, LLC
GOEPPER BURKHARDT LLC
DBA BIG MONEY RETIREMENT AND BIG RETIREMENT
FIFTH THIRD SECURITIES, INC.

Other Investors

Benjamin Kenneth Clauss
Carter Wyatt McCrary
Joy Faith Jennings
TIMOTHY SHALER SMITH
Bradley James LaRue
John Landis
William Douglas Ellison
KENNETH E HICKS

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · GREENVILLE, SC
FORTIS CAPITAL ADVISORS, LLC · Greenville, SC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · GREENVILLE, SC
THE HUNTINGTON INVESTMENT COMPANY · Greenville, SC
THE HUNTINGTON INVESTMENT COMPANY · Greenville, SC
AMERIPRISE FINANCIAL SERVICES, LLC · Greenville, SC
GOEPPER BURKHARDT LLC · GREENVILLE, SC
DBA BIG MONEY RETIREMENT AND BIG RETIREMENT · GREENVILLE, SC

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