Jamie Lynn Wice

Employer firm

Missionsquare Retirement CRD 108783

$6.31B regulatory AUM 3,264 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 02/2009 → 08/2026
  Jamie L. Williams, Pllc
  Okemos, MI
• 05/2010 → 03/2026
  Lpl Financial Llc
  Charlotte, NC
• 08/2026 → Present
  Missionsquare Wealth Management
  Washington, DC
• 08/2026 → Present
  Missionsquare Retirement
  Washington, DC

Previous Registrations

• 2011-03-02 → 2026-03-06
  Lpl Financial Llc
  Charlotte, NC
  Lansing, MI
  Portland, MI
  Fort Mill, SC
  Ferndale, MI
  Rock Hill, SC
• 2011-01-20 → 2011-02-14
  Hantz Financial Services, Inc.
  Southfield, MI

Other Businesses

MissionSquare Retirement. Investment related. Nature of Business: MissionSquare is a Delaware non-profit corporation established in 1972 to assist state and local governments and their agencies and instrumentalities (“plan sponsors”) in the establishment and maintenance of deferred compensation and qualified retirement plans for their public sector employees. Address: 777 N. Capitol Street, NE, Washington, DC 20002. Position: Compliance Manager. Start Date: 08/17/2026. Hours per month devoted to other business 160 (~8hr/day); during securities trading hours (9:30 am-4:00 pm EST): 8.

Exams

• S66 Uniform Combined State Law Examination
  2011-01-15

Other Names

• Jamie Lynn Williams
• Jamie L Wice