Jamie
Hatfield
Commonwealth Financial Network
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About this Advisor
Jamie Hatfield is a financial advisor who works out of Ft Mitchell, Kentucky with a total of 11 years of industry experience. Hatfield is an advisor for Commonwealth Financial Network. Throughout their career, Hatfield has worked at Commonwealth Financial Network and Hatfield & Hatfield. Hatfield holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Kentucky. Commonwealth Financial Network is an advisory firm headquartered in Waltham, MA. The firm has offices in 1,759 locations and a total of 4,300 advisors. It has $146 billion in assets under management among its 585,629 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 2,108 charitable organizations. Of its 585,629 client accounts, just 4% are associated with high-net-worth clients who have at least $1 million in assets. Commonwealth Financial Network offers a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fees typically vary depending on which services are offered. Fee types charged by Commonwealth Financial Network most likely are comprised of any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$146,387,007,862
4,300
585,629
$249,965
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jamie Hatfield Work History
Jamie has been registered as a financial advisor for 11 years.*
Commonwealth Financial Network
Hatfield & Hatfield
*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 Jamie Hatfield to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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