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Inactive

Jamie Elizabeth Colonna

My Personal Cfo, LLC

Vancouver, WA

CRD 8006178

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Employer firm

My Personal Cfo, LLC CRD 299424

$365M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
My Personal Cfo, Llc

1220 Main Street Suite 400, Vancouver, WA 98660 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-01-31
  • WA RA
    APPROVED
    Since 2025-01-31

Branch Locations

1220 Main Street Suite 400, Vancouver, WA 98660 • 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
Unemployed Vancouer WA 01/2011 05/2019
My Personal Cfo, Llc Vancouver WA 05/2019 Present
My Personal Cfo, Llc Vancouver WA 12/2024 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-30
  • S65 Uniform Investment Adviser Law Examination
    2025-01-30

View on SEC IAPD

Nearby Firms

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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Nearby Investors

DARREN CLARK BLANCHARD
JASON P BLANCHARD
Ethan Thomas Blanchard

Nearby Offices

OSAIC WEALTH, INC. · Vancouver, WA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · VANCOUVER, WA
OSAIC WEALTH, INC. · VANCOUVER, WA

More in Vancouver, WA

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