Jamie Michael Lima

Current Employers

Employment History

• 11/2015 → 04/2017
  Fidelity Investments
  San Diego, CA
• 04/2017 → 02/2020
  Fidelity Investments
  San Diego, CA
• 04/2020 → Present
  Woodson Wealth Management
  Ramona, CA
• 02/2020 → 04/2020
  Presidio Capital Management
  San Diego, CA
• 02/2020 → 04/2020
  First Allied Advisory Services, Inc.
  San Diego, CA
• 02/2020 → 04/2020
  First Allied Securities, Inc.
  San Diego, CA
• 03/2025 → Present
  Sax Wealth Advisors Llc
  Parsippany, NJ

Previous Registrations

• 2020-05-26 → 2025-07-15
  Woodson Wealth Management
  Ramona, CA
• 2021-05-04 → 2022-05-04
  Origin Investment Advisory Llc
  Sarasota, FL
  Ramona, CA
• 2020-02-28 → 2020-04-17
  First Allied Advisory Services, Inc.
  San Diego, CA
• 2020-02-28 → 2020-04-17
  Presidio Capital Management, Llc
  San Diego, CA
• 2018-07-13 → 2020-03-02
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2011-08-15 → 2018-07-13
  Strategic Advisers Llc
  Mission Viejo, CA
  Irvine, CA
  San Diego, CA
• 2009-06-01 → 2011-07-07
  Morgan Stanley
  Ontario, CA
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Ontario, CA
• 2006-07-17 → 2007-04-02
  Morgan Stanley Dw Inc.
  Ontario, CA

Other Businesses

Jamie Michael Lima is the President/Founder and CCO of Woodson Wealth Management. The firm provides financial planning services. It is a full-time position. Jamie Michael Lima is the Member/Owner at Two Wishes, LLC DBA Two Wishes Homestead. This activity is generally not performed during trading hours. Jamie Michael Lima is the Owner of Allegiant Solutions LLC DBA Allegiant Divorce Solutions. This activity takes up 8 hours a month during trading hours. Jamie Michael Lima is employed as a Wealth Advisor with Sax Wealth Advisors LLC. This activity takes up 16 hours a month during trading hours. Jamie Michael Lima is the co-founder and principal owner of SecureSplit Inc, a non-investment related business situated at 200 Continental Drive, Suite 401, Newark, DE 19713. The business relates to software development for divorce financial planning tools. Mr Lima is the CEO & Co-founder. He oversees software development, business operations, and strategy. Mr Lima stated his relationship with the business on 08/15/2025. He devotes approximately 80 hours per month to this business, 40 hours of which are during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2006-07-14

Designations

Other Names

• Jamie Lima