Jamie Seim, Mba, Cfp®, Cpwa® Email & Phone Number

As a Financial Advisor, I help manage assets for individuals, trusts, retirement plans, charitable organizations and businesses. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals. My mission is to provide objective and timely financial advice and guidance - with the highest level of professional service - in building and preserving wealth for my clients.I hold an MBA with a concentration in Accounting & Finance from Jacksonville University and a Bachelor of Business Administration degree in Finance from the University of Arkansas at Little Rock. With an emphasis on continuing education, I have also earned the CERTIFIED FINANCIAL PLANNER® professional certification from the College for Financial Planning, and a Certified Private Wealth Advisor® designation from the Investments and Wealth Institute.Active in the local community, I participate in many civic and community organizations, including the JAX Chamber, JAX Trailblazers, World Affairs Council of Northeast Florida, JAX USA Partnership, and ACG. This information is intended for use by residents of AL, AZ, CA, CO, CT, FL, GA, KS, LA, MA, MD, ME, MS, MT, NC, NE, NJ, NV, NY, OH, OK, PA, TN, TX, UT, VA, WA, WI, WV, and WY only.“CA Insurance License Number 0I04966, Resident State FL/*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social