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Jamie A Zelem

O'SHaughnessy Asset Management, LLC

Stamford, CT

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Current Employers
O'SHaughnessy Asset Management, Llc

100 First Stamford Place, Stamford, CT 06902 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2023-10-04
  • CT RA
    APPROVED
    Since 2023-10-04

Branch Locations

100 First Stamford Place, Stamford, CT 06902 • 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
Franklin Distributors Llc Stamford CT 04/2012 09/2023
Clearbridge Investments Llc New York NY 04/2012 09/2023
O'SHaughnessy Asset Management, Llc Stamford CT 10/2023 Present
Franklin Distributors, Llcl Stamford CT 04/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-29
  • S66 Uniform Combined State Law Examination
    2007-01-29
Other Names
  • Jamie A Zelem
  • Jamie Zelem

View on SEC IAPD

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DWM ASSET MANAGEMENT, LLC · STAMFORD, CT
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