Jamie Felker

Vorstandsvorsitzender bei

Abundance Wealth Counselors LLC

Finance

Consumer Services

Profil

Mr. Jamie L.
Felker is a Chief Executive Officer & Wealth Counselor at Abundance Wealth Counselors LLC.
He has over two decades of experience in the financial services industry, he is resourceful in creating an environment of success—for the company and its clients.
He also advises individual clients on their personal finances, consistently ensuring their satisfaction.
He received his undergraduate degree from Robert Morris University and a graduate degree from the University of Phoenix.

Aktive Positionen von Jamie Felker

Unternehmen	Position	Beginn
Abundance Wealth Counselors LLC Abundance Wealth Counselors LLC Investment ManagersFinance Abundance constructs diversified portfolios customized to client’s specific risk tolerances and changing economic environments. Their investment strategies are diversified globally and consists of individual equity and fixed income components, mutual funds, and exchange-traded funds (ETFs), and are available for different risk levels as determined to be appropriate by the client and advisor.	Vorstandsvorsitzender	01.01.2005

Alle aktiven Positionen von Jamie Felker

Ehemalige bekannte Positionen von Jamie Felker

Unternehmen	Position	Ende
Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services	Vertrieb & Marketing	31.12.2004

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Erfahrungen
Besetzte Positionen

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Börsennotierte Unternehmen

Private Unternehmen

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Beziehungen

Beziehungen ersten Grades

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Frau

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Unternehmensverbindungen

Private Unternehmen	4
Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services	Finance
Robert Morris University Robert Morris University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Phoenix University of Phoenix Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Abundance Wealth Counselors LLC Abundance Wealth Counselors LLC Investment ManagersFinance Abundance constructs diversified portfolios customized to client’s specific risk tolerances and changing economic environments. Their investment strategies are diversified globally and consists of individual equity and fixed income components, mutual funds, and exchange-traded funds (ETFs), and are available for different risk levels as determined to be appropriate by the client and advisor.	Finance