Jamie Wisecarver is a registered investment advisor, based in San Antonio, TX, with 18 years of industry experience.
Location
9311 San Pedro Avenue, Suite 600, San Antonio, TX, 78216-4459
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jamie is an IAR of SWBC Investment Company and a licensed insurance agent conducting insurance sales for SWBC.
Employment History
Current Registrations
Swbc Investment Company
May 2019 - Present · 6 yrs 11 mos
Swbc Investment Services, LLCBroker
May 2019 - Present · 6 yrs 11 mos
Previous Registrations
Advisors Asset Management, INC.Broker
June 2008 - May 2019 · 10 yrs 11 mos
Advisors Asset Management, INC.
June 2008 - May 2019 · 10 yrs 11 mos
TD Ameritrade, INC.
August 2007 - June 2008 · 10 mos
Amerivest Investment Management, LLC
August 2007 - June 2008 · 10 mos
TD Ameritrade, INC.Broker
July 2007 - June 2008 · 11 mos
Fixed Income Securities, LPBroker
March 2007 - July 2007 · 4 mos
State Registrations12 states
ARCACOFLILLAMIMONCORTXVA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.