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Jamison Ian Mcandie

Apella Wealth

West Hartford, CT

Lake Oswego, OR

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Current Employers
Apella Wealth

65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-08
CT RA APPROVED 2023-02-24
OR RA APPROVED 2023-02-24
  • TX RA
    APPROVED
    Since 2025-07-08
  • CT RA
    APPROVED
    Since 2023-02-24
  • OR RA
    APPROVED
    Since 2023-02-24

Branch Locations

65 Memorial Drive Suite C340, West Hartford, CT 06107 • United States

4900 Meadows Road Suite 130, Lake Oswego, OR 97035 • 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
Image Media Tigard OR 08/2015 01/2020
Dynamic Resources Beaverton OR 02/2020 06/2020
Unemployed Portland OR 06/2020 12/2020
Waddell & Reed Tigard OR 12/2020 07/2021
Lpl Financial Llc Tigard OR 07/2021 01/2023
Apella Wealth Lake Oswego OR 01/2023 Present
  • 08/2015 → 01/2020
    Image Media
    Tigard, OR
  • 02/2020 → 06/2020
    Dynamic Resources
    Beaverton, OR
  • 06/2020 → 12/2020
    Unemployed
    Portland, OR
  • 12/2020 → 07/2021
    Waddell & Reed
    Tigard, OR
  • 07/2021 → 01/2023
    Lpl Financial Llc
    Tigard, OR
  • 01/2023 → Present
    Apella Wealth
    Lake Oswego, OR
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-08
  • S66 Uniform Combined State Law Examination
    2021-08-08
Designations
Other Names
  • Jamison Mcandie

View on SEC IAPD

Other Firms

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COMMONWEALTH FINANCIAL NETWORK
JANNEY MONTGOMERY SCOTT LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
PRIME CAPITAL FINANCIAL
THE PATRIOT FINANCIAL GROUP, LLC
NEWEDGE ADVISORS

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David Walter McCary
EDWARD ALLEN STEIGER
JENNIFER E LANGE
RICHARD JOSEPH CARDINAL
PAUL FRANCIS VAIDA
Andrew John Lawson
Alexis Jankauskas
ROBERT MARK BORKOWSKI

Other Offices

MCCARY ANHEUSER WEALTH MANAGEMENT, LLC · WEST HARTFORD, CT
COMMONWEALTH FINANCIAL NETWORK · West Hartford, CT
JANNEY MONTGOMERY SCOTT LLC · West Hartford, CT
LPL FINANCIAL LLC · WEST HARTFORD, CT
CETERA INVESTMENT ADVISERS LLC · WEST HARTFORD, CT
LPL FINANCIAL LLC · WEST HARTFORD, CT
PRIME CAPITAL FINANCIAL · West Hartford, CT
THE PATRIOT FINANCIAL GROUP, LLC · WEST HARTFORD, CT

More in West Hartford, CT

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