Jamie A Zelem

Employer firm

O'sHaughnessy Asset Management, LLC CRD 144594

$19.8B regulatory AUM 1,369 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2012 → 09/2023
  Franklin Distributors Llc
  Stamford, CT
• 04/2012 → 09/2023
  Clearbridge Investments Llc
  New York, NY
• 10/2023 → Present
  O'SHaughnessy Asset Management, Llc
  Stamford, CT
• 04/2026 → Present
  Franklin Distributors, Llcl
  Stamford, CT

Previous Registrations

• 2012-04-13 → 2023-10-03
  Clearbridge Investments, Llc
  New York, NY
• 2011-03-15 → 2011-06-29
  Dominari Securities Llc
  New York, NY
• 2009-06-01 → 2010-12-16
  Morgan Stanley
  Westport, CT
• 2007-02-07 → 2009-06-01
  Citigroup Global Markets Inc.
  Westport, CT

Exams

• S66 Uniform Combined State Law Examination
  2007-01-29

Other Names

• Jamie A Zelem
• Jamie Zelem