Jamie Dewayne Carmack

Employer firm

Corda Investment Management, LLC CRD 108046

$2.00B regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 01/2002 → 02/2018
  Scottrade Inc.
  Tyler, TX
• 02/2021 → 03/2022
  Northwestern Mutual
  Tyler, TX
• 03/2022 → 01/2023
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 01/2023 → Present
  Corda Investment Management, Llc
  Houston, TX
• 01/2018 → 02/2021
  Td Ameritrade
  Tyler, TX

Previous Registrations

• 2022-03-31 → 2023-01-25
  Vanguard Advisers, Inc.
  Scottsdale, AZ
• 2021-02-16 → 2022-03-15
  Northwestern Mutual Investment Services, Llc
  Longview, TX
  Tyler, TX
• 2018-02-27 → 2021-01-11
  Td Ameritrade, Inc.
  Tyler, TX
• 2018-02-26 → 2020-12-31
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Tyler, TX
• 2017-01-31 → 2018-02-26
  Scottrade Investment Management
  Saint Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2017-01-31
• S63 Uniform Securities Agent State Law Examination
  1999-06-29

Designations

• Certified Financial Planner

Other Names

• Jamie Dewayne Carmack
• Jamie D Carmack
• Jamie Carmack