Jamie Irving Mattioli

Current Employers

Employment History

• 06/2016 → 11/2016
  Wells Fargo Advisors Llc
  Richmond, VA
• 06/2016 → 06/2020
  Wells Fargo Bank Na
  Richmond, VA
• 11/2016 → 06/2020
  Wells Fargo Clearing Services, Llc
  Richmond, VA
• 05/2020 → 07/2021
  Northwestern Mutual Investment Services
  Richmond, VA
• 05/2020 → 07/2021
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 07/2021 → Present
  Cambridge Investment Research Inc.
  Fairfield, IA
• 07/2021 → Present
  Cambridge Investment Research Advisor Inc.
  Fairfield, IA

Previous Registrations

• 2020-05-27 → 2021-07-28
  Northwestern Mutual Investment Services, Llc
  Richmond, VA
• 2012-11-29 → 2020-05-29
  Wells Fargo Clearing Services, Llc
  Richmond, VA
  Richmond, VA
  Midlothian, VA
  Richmond, VA
  Richmond, VA
  Richmond, VA
  Midlothian, VA
  Fredericksburg, VA
• 2012-06-29 → 2012-11-28
  Ameriprise Financial Services, Llc
  Glen Allen, VA
• 2011-02-11 → 2012-07-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Richmond, VA

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-80 HR/MO-80/TRADING. 07/13/21-IAR THAT MANAGES CLIENT ASSETS OR PREPARES FINANCIAL PLANS FOR A FEE. OBA FORM SUBMITTED ON FINANCIAL PROFESSIONAL 'S BEHALF, BY CIR HOME OFFICE. TIME SPENT AND INCOME ARE ESTIMATED. 2) RIVER CITY FINANCIAL / 4050 Innslake Drive, Glen Allen VA 23060 / 09/2022 / DBA - OWNER / INV REL / 50 HR/MO 35 HR TRADING 3) JAMIE MATTIOLI- RIVER CITY FINANCIAL, 4050 INNSLAKE DRIVE STE 110, OWNER, MARKETING, INV REL, 30 HR/MO, 30 HR/TRADING 4) HEART HAVENS, 7501 BOULDER VIEW DR STE 205, RICHMOND VA, 03/2024, BOARD MEMBER, VOLUNTEER, NIR, 4 HR/MO - 4 HR/MO TRADING 5) ESTATE MENTORS, 4050 Innslake Drive Suite 110, Glen Allen VA 23060, 09/2024, I am receiving referrals from Estate Mentors, Referrals, NIR, 8 HR/MO, 8 HR/MO TRADING. 6) STEVE.AI, Austin TX 78721, 12/2024, Owner, Owner/Partner of a Business Entity, NIR, 15 HR/MO, 0 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2011-02-09

Other Names

• Jamie I Mattioli
• Jamie Irving Mattioli
• Jamie I Mattioli