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

Managing Director - Investment Officer at Ponte Vedra Wealth Management Group of Wells Fargo Advisors at Wells Fargo Advisors
Location: Ponte Vedra Beach, Florida, United States 5 work roles 3 schools
1 work email found @wellsfargoadvisors.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

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Work email j****@wellsfargoadvisors.com
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Current company
Wells Fargo Advisors
Role
Managing Director - Investment Officer at Ponte Vedra Wealth Management Group of Wells Fargo Advisors
Location
Ponte Vedra Beach, Florida, United States
Company size
15127 employees

Who is Jamie Seim, Mba, Cfp®, Cpwa®? Overview

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Quick answer

Jamie Seim, Mba, Cfp®, Cpwa® is listed as Managing Director - Investment Officer at Ponte Vedra Wealth Management Group of Wells Fargo Advisors at Wells Fargo Advisors, a with 15127 employees, based in Ponte Vedra Beach, Florida, United States. AeroLeads shows a work email signal at wellsfargoadvisors.com and a matched LinkedIn profile for Jamie Seim, Mba, Cfp®, Cpwa®.

Jamie Seim, Mba, Cfp®, Cpwa® previously worked as Senior Financial Advisor at Wells Fargo Advisors and Adjunct Professor at Jacksonville University. Jamie Seim, Mba, Cfp®, Cpwa® holds Executive Master Of Business Administration (Emba), Accounting & Finance from Jacksonville University.

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Email format at Wells Fargo Advisors

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*@wellsfargoadvisors.com
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AeroLeads found 1 current-domain work email signal for Jamie Seim, Mba, Cfp®, Cpwa®. Compare company email patterns before reaching out.

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Profile bio

About Jamie Seim, Mba, Cfp®, Cpwa®

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

Current workplace

Jamie Seim, Mba, Cfp®, Cpwa®'s current company

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Wells Fargo Advisors
Wells Fargo Advisors
Managing Director - Investment Officer at Ponte Vedra Wealth Management Group of Wells Fargo Advisors
st. louis, missouri, united states
Website
wellsfargoadvisors.com
Employees
15127
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5 roles

Jamie Seim, Mba, Cfp®, Cpwa® work experience

A career timeline built from the work history available for this profile.

Senior Financial Advisor

Current
Wells Fargo Advisors

Ponte Vedra Beach, Fl

As a Financial Advisor, CERTIFIED FINANCIAL PLANNER® professional, and Certified Private Wealth Advisor® professional with Wells Fargo Advisors, I am dedicated to developing lasting relationships with all of my clients. I am committed to maintaining the highest standards of integrity and professionalism in my relationship with you, my client. I endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.Businesses have long used qualified retirement plans to attract and retain talented employees and to save tax-efficiently. Through Wells Fargo Advisors, I offer a range of plans that can be used by businesses or self-employed individuals, including money-purchase pension plans, profit-sharing plans, defined-benefit plans, traditional 401(k) plans and safe harbor 401(k) plans. In addition, I provide a variety of financial services to executives and businesses that include stock option exercise and sales programs; executive deferred compensation plans; and investment advice on proceeds from a sale of a business.

Jun 2010 - Present

Adjunct Professor

Jacksonville University

Jacksonville, Fl

As an Adjunct Professor for Finance 432, I help educate students on Fundamental and Quantitative Analysis of investments. In addition to learning the students are responsible for investing and managing the Dolphin Student Investment Fund. From this cohort teams are selected to compete in the CFA Research Challenge, a global financial analysis competition.

Aug 2018 - Jan 2020

General Manager

Ocean Club/The Atlantic

Jacksonville Beach, Fl

Oct 2007 - Jun 2010

Area General Manager

Club Paris

Orlando, Fl & Jacksonville, Fl

Nov 2004 - Aug 2007

Professional Golfer

Nga/Hooters Tour, Buy.Com Tour, Moonlight Golf Tour

Orlando, Fl

Sep 2000 - Nov 2004
Team & coworkers

Colleagues at Wells Fargo Advisors

Other employees you can reach at wellsfargoadvisors.com. View company contacts for 15127 employees →

JW Judith Walker Judith Walker Colleague at Wells Fargo AdvisorsGreater Harrisburg Area, United States View → DD David Deahl David Deahl Colleague at Wells Fargo AdvisorsSouth Bend-Mishawaka Region, United States View → LC Lizzy Clendenin Lizzy Clendenin Colleague at Wells Fargo AdvisorsGreater Minneapolis-St. Paul Area, United States View → PE Philip Edwin Huffman Philip Edwin Huffman Colleague at Wells Fargo AdvisorsGreater Biloxi Area, United States View → BG Bo Gard Bo Gard Colleague at Wells Fargo AdvisorsGulfport, Mississippi, United States View → MV Mark Vollmer Mark Vollmer Colleague at Wells Fargo AdvisorsUnited States View → JO Jennifer Owen, Mba Jennifer Owen, Mba Colleague at Wells Fargo AdvisorsUnited States View → BM Bob Morgan, Cfp ® Bob Morgan, Cfp ® Colleague at Wells Fargo AdvisorsWalnut Creek, California, United States View → LR Lynne Rapp Lynne Rapp Colleague at Wells Fargo AdvisorsGreater St. Louis, United States View → AO Anita Outcelt Anita Outcelt Colleague at Wells Fargo AdvisorsLebanon, Ohio, United States View →
3 education records

Jamie Seim, Mba, Cfp®, Cpwa® education

Executive Master Of Business Administration (Emba), Accounting & Finance

Jacksonville University

Activities and Societies: "Outstanding Student in EMBA" Davis College of Business - Jacksonville University 2017-2018 The Honor Society.

Bba, Finance

University Of Arkansas At Little Rock

Activities and Societies: "Outstanding Student in General Business" Department of Economics and Finance - UALR 1999-2000 Cum Laude Golf.

Finance

University Of Nebraska At Kearney

Activities and Societies: Golf Team - 2 year letterman SAAC - Officer 1997-1998Minor - Economics

FAQ

Frequently asked questions about Jamie Seim, Mba, Cfp®, Cpwa®

Quick answers generated from the profile data available on this page.

What company does Jamie Seim, Mba, Cfp®, Cpwa® work for?

Jamie Seim, Mba, Cfp®, Cpwa® works for Wells Fargo Advisors.

What is Jamie Seim, Mba, Cfp®, Cpwa®'s role at Wells Fargo Advisors?

Jamie Seim, Mba, Cfp®, Cpwa® is listed as Managing Director - Investment Officer at Ponte Vedra Wealth Management Group of Wells Fargo Advisors at Wells Fargo Advisors.

What is Jamie Seim, Mba, Cfp®, Cpwa®'s email address?

AeroLeads has found 1 work email signal at @wellsfargoadvisors.com for Jamie Seim, Mba, Cfp®, Cpwa® at Wells Fargo Advisors.

Where is Jamie Seim, Mba, Cfp®, Cpwa® based?

Jamie Seim, Mba, Cfp®, Cpwa® is based in Ponte Vedra Beach, Florida, United States while working with Wells Fargo Advisors.

What companies has Jamie Seim, Mba, Cfp®, Cpwa® worked for?

Jamie Seim, Mba, Cfp®, Cpwa® has worked for Wells Fargo Advisors, Jacksonville University, Ocean Club/The Atlantic, Club Paris, and Nga/Hooters Tour, Buy.Com Tour, Moonlight Golf Tour.

Who are Jamie Seim, Mba, Cfp®, Cpwa®'s colleagues at Wells Fargo Advisors?

Jamie Seim, Mba, Cfp®, Cpwa®'s colleagues at Wells Fargo Advisors include Judith Walker, David Deahl, Lizzy Clendenin, Philip Edwin Huffman, and Bo Gard.

How can I contact Jamie Seim, Mba, Cfp®, Cpwa®?

You can use AeroLeads to view verified contact signals for Jamie Seim, Mba, Cfp®, Cpwa® at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.

What schools did Jamie Seim, Mba, Cfp®, Cpwa® attend?

Jamie Seim, Mba, Cfp®, Cpwa® holds Executive Master Of Business Administration (Emba), Accounting & Finance from Jacksonville University.

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