Michael Charles Jamison

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 03/2015 → 05/2019
  Oppenheimerfunds
  New York, NY
• 05/2019 → 07/2019
  Invesco
  Atlanta, GA
• 07/2019 → 03/2020
  Nationwide
  Columbus, OH
• 05/2020 → 08/2023
  Morgan Stanley
  Sacramento, CA
• 08/2023 → 05/2025
  Lpl Financial
  San Diego, CA
• 05/2025 → Present
  Wells Fargo Clearing Services, Llc
  San Diego, CA

Previous Registrations

• 2023-08-25 → 2025-06-12
  Lpl Financial Llc
  San Diego, CA
  San Diego, CA
• 2020-05-29 → 2023-08-17
  Morgan Stanley
  Sacramento, CA
  Roseville, CA

Exams

• S66 Uniform Combined State Law Examination
  2020-05-29
• S63 Uniform Securities Agent State Law Examination
  2005-08-19

Other Names

• Mike Jamison
• Mj Jamison
• Michael Charles Jamison