Jamie Hodges Taber

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING SERVICES

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

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

Current Employers

Employment History

• 01/2013 → 09/2016
  Vsr Financial Services, Inc.
  Overland Park, KS
• 01/2013 → 09/2016
  Vsr Advisory Services, Inc.
  Overland Park, KS
• 09/2013 → 02/2026
  Knight Investments Group, Inc.
  Clarksville, AR
• 09/2016 → 04/2019
  Summit Brokerage Services, Inc.
  Little Rock, AR
• 09/2016 → 04/2019
  Summit Financial Group Inc
  Boca Raton, FL
• 04/2019 → 06/2024
  Securities America, Inc.
  Russellville, AR
• 04/2019 → 06/2024
  Securities America Advisors
  Russellville, AR
• 06/2024 → 02/2026
  Osaic Wealth, Inc.
  Russellville, AR
• 02/2026 → Present
  Money Concepts Capital Corp.
  Palm Beach Gardens, FL

Previous Registrations

• 2024-06-14 → 2026-02-11
  Osaic Wealth, Inc.
  Russellville, AR
• 2019-04-29 → 2024-06-14
  Securities America Advisors, Inc.
  Russellville, AR
  Russellville, AR
• 2016-09-01 → 2019-05-07
  Summit Financial Group Inc
  Clarksville, AR
  Russellville, AR
  Little Rock, AR
• 2013-01-18 → 2016-09-01
  Vsr Financial Services, Inc.
  Russellville, AR
  Overland Park, KS
  Clarksville, AR
  Little Rock, AR
  Little Rock, AR
  Little Rock, AR
• 1999-09-10 → 2013-02-14
  Lpl Financial Llc
  Cabot, AR
  Cabot, AR

Other Businesses

1. Jamie Taber Investments Position: Owner Nature: Jamie Taber Investments. non-Investment Related: No. Hours: 2 Securities Trading Hours: 0. Start Date: 01/15/2015. Address: 2002 Gentry Road, Lonoke AR 72086, United States 2. Horseshoe Community Dock. Position: President non-investment Related: No. Hours: 1 Securities Trading Hours: 0. Start Date: 11/16/2005. 3. Diamond J Action Photos Position: Owner / Photographer Nature: Diamond J Action Photos, non- Investment Related: No. Hours: 8 Securities Trading Hours: 0. Start Date: 02/01/2012 Address: 2002 Gentry Road, Lonoke AR 72086, United States 4. NOTARY PUBLIC POSITION: Notary. NATURE: Notary Public. non- INVESTMENT RELATED: No. NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1. START DATE: 1996. ADDRESS: 2002 Gentry Road, Lonoke AR 72086, United States 5. POA for WILLIAM L. OWEN. POA and successor trustee. Start date: 2026. Non-investment related, 1-10% time spent on activity during non-securities hrs 6. POA for JIMMY BAILEY. Medical POA for stepfather. Start date: 2024. Non-investment related, 1-10% time spent on activity during non-securities hrs

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-08-26
• S63 Uniform Securities Agent State Law Examination
  1999-02-10

Other Names

• Jamie Diane Hodges