Best Investors Account Sign in

Jamie Hartfield

Edward Jones

Ponte Vedra, FL

CRD 7033205

Claim This Profile
Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-03-12
FL RA APPROVED 2019-01-09
  • TX RA
    APPROVED
    Since 2019-03-12
  • FL RA
    APPROVED
    Since 2019-01-09

Branch Locations

360 Town Plaza Ave Suite 310, Ponte Vedra, FL 32081 • 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
Edward Jones St Louis MO 11/2018 Present
Rodan & Fields San Francisco CA 02/2017 11/2018
First Baptist Academy Of Jacksonville Jacksonville FL 03/2016 11/2018
  • 11/2018 → Present
    St Louis, MO
  • 02/2017 → 11/2018
    Rodan & Fields
    San Francisco, CA
  • 03/2016 → 11/2018
    First Baptist Academy Of Jacksonville
    Jacksonville, FL
Other Businesses

First Baptist Academy of Jacksonville Type of business: K-10 School Jacksonville, FL Start date: 3/15/2016 Substitute Teacher Hours per week: 0 Hours during trading: 0 Teach K-10 classes. I have been a substitute teacher for the last couple of years and make minimum wage there. I don't plan on subbing very often if at all not that I work for Edward Jones but would like to stay on their payroll in case they need me for emergencies. I'm willing to quit if necessary. **************** Rental Property Jacksonville, FL Start date: 9/15/2007 Property Owner Hours per week: 0 Hours during trading: 0 This is a townhouse that my husband and I own that we rent out. ***************** Rodan & Fields Type: Direct Marketing - Skincare Date: 02/21/17 Title: Independent Consultant Trad Hrs: 0 Tot Hrs: 0 Desc: Sell skincare products to my friends and family. I do not have anyone recruited on my team or in my downline. City-State: Jacksonville FL

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-05
  • S66 Uniform Combined State Law Examination
    2019-01-05
Designations
  • Certified Financial Planner
Other Names
  • Jamie Doreen Gilchrist
  • Jamie Doreen Hartfield

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Ponte Vedra, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor