Brent
Jamison

The Strategic Financial Alliance, Inc

CRD#7510158
Investment Advisor
in Daytona Beach, FL

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About this Advisor

Brent Jamison is a financial advisor based in Daytona Beach, Florida who has 1 year of relevant experience. Jamison is an employee of The Strategic Financial Alliance, Inc. Throughout their career, they have worked at Frank Reynolds & Company and Pcmd Management, Inc Dba Subway. Jamison maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Florida. The Strategic Financial Alliance, Inc is an advisory firm headquartered in Atlanta, GA. The company has offices in 38 locations and a total of 72 advisors. It oversees $384 million in assets under management across its 2,163 client accounts, making it one of the larger firms in the country by assets under management. The firm provides financial advice to one charities and foundations. Of its 2,163 customer accounts, just 3% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The Strategic Financial Alliance, Inc offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fees typically are based on which service is offered. However, fee types charged by The Strategic Financial Alliance, Inc most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

1620 S. Clyde Morris Blvd Suite 300
Daytona Beach, FL 32119

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The Strategic Financial Alliance, Inc Brokerage Details

Total Assets Under Management

$384,370,810

FL Average: $3,570,121,308
Total Number of Employees

72

FL Average: 58
Total Number of Accounts

2,163

FL Average: 1,608
Average Account Size

$177,703

FL Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Brent Jamison Work History

Brent has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Frank Reynolds & Company

2011 - 2021 (10 years)

Pcmd Management, Inc Dba Subway

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brent Jamison to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Strategic Financial Alliance

Darla Main
Pittsburgh, PA
Christy Horlacher
Myrtle Beach, SC
Michael Roberts
Atlanta, GA
Gregory Wales
Atlanta, GA
Andrea Albu
Atlanta, GA
Melissa Bunson
Peachtree Corners, GA
Scott Levy
Peachtree Corners, GA
Lori Allison
Fairfax, VA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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