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Jamie Shelton

S.E.E.D. Planning Group, LLC

Binghamton, NY

Knoxville, TN

CRD 7267691

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Employer firm

S.e.e.d. Planning Group, LLC CRD 188521

$568M regulatory AUM 25 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • TAX PLANNING

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

Current Employers
S.E.E.D. Planning Group, Llc

31 Lewis Street Suite 401, Binghamton, NY 13901 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2022-01-04
  • TN RA
    APPROVED
    Since 2022-01-04

Branch Locations

31 Lewis Street Suite 401, Binghamton, NY 13901 • United States

2030 Falling Waters Rd One Falling Water, Suite 180, Knoxville, TN 37922 • 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
Ameriprise Financial Services, Llc Knoxville TN 06/2020 12/2021
University Of Tennessee Knoxville Knoxville TN 08/2016 05/2020
S.E.E.D. Planning Group, Llc Binghamton NY 12/2021 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-06
  • S66 Uniform Combined State Law Examination
    2020-11-06
Other Names
  • Jamie Roths
  • Jamie Ann Roths

View on SEC IAPD

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Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BINGHAMTON, NY
WILLIAM JOSEPH CAPITAL MANAGEMENT, INC. · Binghamton, NY
STIFEL, NICOLAUS & COMPANY, INCORPORATED · BINGHAMTON, NY

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