Jamie Jeanne Lotta

Current Employers

Employment History

• 01/2011 → Present
  Le Anemone, Formerly Dba Kirk Estates
  Sacramento, CA
• 09/2013 → Present
  Lotta Catering
  Sacramento, CA
• 05/2019 → 04/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bellevue, WA
• 05/2022 → Present
  Charles Schwab & Co., Inc.
  Seattle, WA
• 05/2022 → Present
  Charles Schwab Bank, Ssb
  Seattle, WA

Other Businesses

1) Lotta Catering | Investment Related:No|Food/Beverage Production|Co-Owner|9/1/2013|Less than 20|0|50% ownership/non-active owner/share ownership of a catering company with my husband who is a chef. we are currently not active in this company since moving to WA, but it remains open. , 2) le Anemone, formerly dba Kirk Estates | Investment Related:No|Food/Beverage Production|Co-Founder|1/1/2011|Less than 20|1|stepped down as active member in 2018 to focus on financial career, but I remain a co-owner of a toffee candy company. My husband is a chef and works on it when he has time. Although the company remains open, neither of us have been active since our move to Seattle., 3) Toxic Free Futures | Investment Related:No|Nonprofit Charitable Organizations|Board Member|2/10/2024|Less than 20|0|No financial services or investment-related responsibilities. meet 3x/year to discuss non-profit's strategy and role within the community. , 4) Domaine Gris | Investment Related:No|Agriculture/Forestry/Fishing|Owner, LLC - dual ownership with husband|9/9/2025|Less than 20|0|Non-active Owner, 5) Ardent Construction | Investment Related:No|Construction - Industrial Facilities/Infrastructure|Owner|9/14/2025|Less than 20|0|Non Active Owner, 6) Arden Way LLC | Investment Related:No|Real Estate (Non-Agent/Broker)|Member|9/4/2025|Less than 20|1|LLC created for passive real estate holdings, 7) Little Havana Miami II LLC | Investment Related:No|Real Estate (Non-Agent/Broker)|member|11/26/2025|Less than 20|1|LLC created for passive real estate holdings, 8) Foundation Roche Noir | Investment Related:No|Nonprofit Charitable Organizations|CEO|12/15/2025|Less than 20|1|active leadership on foundation's strategy/grant distributions

Exams

• S66 Uniform Combined State Law Examination
  2022-09-03
• S63 Uniform Securities Agent State Law Examination
  2013-10-17

Other Names

• Jamie Jeanne Kirk
• Jamie Jeanne Lotta
• Jamie Lotta
• Jamie Kirk