Jamie Lynn Kaczmarski

Employer firm

Venture Visionary Partners LLC CRD 304237

$5.24B regulatory AUM 101 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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2011 → 04/2019
  Ubs Financial Services Inc
  Sylvania, OH
• 06/2019 → 03/2021
  Purshe Kaplan Sterling Investments
  Albany, NY
• 04/2019 → 06/2019
  Pks Advisory Services Dba Findley Advisors
  Albany, NY
• 06/2019 → Present
  Venture Visionary Partners, Llc
  Sylvania, OH

Previous Registrations

• 2011-12-14 → 2019-05-02
  Ubs Financial Services Inc.
  Sylvania, OH
• 2005-03-25 → 2011-12-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Toledo, OH
  Toledo, OH
  Toledo, OH

Exams

• S66 Uniform Combined State Law Examination
  2004-12-06

Other Names

• Jamie L Belcher
• Jamie Lynn Belcher
• Jamie Lynn Pierce
• Jamie L Kaczmarski