Virginia
Jamka

Bbva Wealth Solutions Inc

CRD#4380828
Investment Advisor
in Sierra Vista, AZ

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About this Advisor

Virginia Jamka is a financial advisor based in Sierra Vista, Arizona, who has 20 years of financial industry experience. Jamka is an employee of Bbva Wealth Solutions Inc. Over the course of their career, they have held roles at Bbva Wealth Solutions Inc, Bbva Compass Investment Solutions, Inc, Bbva Compass Insurance Agency, Inc, St. Johns Investment Management Co, Bbva Securities Inc, Compass Bank and Lee'S Cardio & Karate Kick Boxing. Jamka has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Arizona, Missouri and South Carolina. Bbva Wealth Solutions Inc is a registered investment business that has its headquarters in Sierra Vista, Arizona. The investment advisory business has offices in 661 locations and a total of 409 employees. It administers $1 billion in assets under management between its 3,416 customer accounts, making it one of the bigger financial advisory firms in the nation by assets under management. The firm provides financial advisory services to four charitable organizations. Of its 3,416 accounts, just 5% are held by high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm provides a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fees charged by Bbva Wealth Solutions Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

20 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Disclosures

Yes

Office Location

211 South Carmichael Avenue
Sierra Vista, AZ 85635

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Bbva Wealth Solutions Inc Brokerage Details

Total Assets Under Management

$1,107,966,421

AZ Average: $3,042,739,679
Total Number of Employees

409

AZ Average: 49
Total Number of Accounts

3,416

AZ Average: 2,315
Average Account Size

$324,346

AZ Average: $1,314,358

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Virginia Jamka Work History

Virginia has 20 years of experience.

2013 - Present (8 years)

Bbva Securities Inc

2010 - Present (11 years)

Bbva Wealth Solutions Inc

2003 - Present (18 years)

Bbva Compass Insurance Agency, Inc

2000 - Present (21 years)

Compass Bank

2016 - 2019 (3 years)

Lee'S Cardio & Karate Kick Boxing

2010 - 2010 (< 1 year)

St. Johns Investment Management Co

2001 - 2013 (12 years)

Bbva Compass Investment Solutions, Inc

Disclosures

Virginia Jamka has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bbva Wealth Solutions Inc

John Allen
Carrollton, TX
Daniel Trank
Jacksonville, FL
Careena Patel
Dallas, TX
Angela Melchor
San Antonio, TX
Sarah Black
Birmingham, AL
Joshua Collins
San Antonio, TX
Hector Llanas
Weslaco, TX
Tattiana Quiros
Houston, TX

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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