Jamie
Roths
S.E.E.D. Planning Group, LLC
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About this Advisor
Jamie Roths is a financial advisor operating out of Binghamton, New York who has 1 year of industry experience. Roths is currently employed by S.E.E.D. Planning Group, LLC. During their career, the advisor has held roles at Ameriprise Financial Services, LLC, Greeneville High School, University Of Tennessee Knoxville, Greeneville Middle And High and S.E.E.D. Planning Group, LLC. Roths has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Tennessee. S.E.E.D. Planning Group, LLC is a registered investment company that has its headquarters in Binghamton, NY. It has offices in four locations and a total of 28 people on staff. It controls $351 million in total assets across its 1,436 customer accounts, placing it among the bigger investment advisory firms in the nation by assets under management. The firm serves eight charitable organizations. Of its 1,436 customer accounts, 22% belong to high-net-worth individuals who have at least $1 million in investable assets. The company performs a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. A financial advisor's fee schedules typically depend on which services the firm provides the client. Fees charged by S.E.E.D. Planning Group, LLC likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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S.E.E.D. Planning Group, LLC Brokerage Details
$351,350,025
28
1,436
$244,673
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Jamie Roths Work History
Jamie has been registered as a financial advisor for 1 years.*
S.E.E.D. Planning Group, LLC
Ameriprise Financial Services, LLC
University Of Tennessee Knoxville
Greeneville High School
Greeneville Middle And High
*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 Roths 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 S.E.E.D. Planning Group, LLC
Binghamton, NY
Binghamton, NY
Binghamton, NY
Binghamton, NY
Binghamton, NY
Whitney Point, NY
Whitney Point, NY
Binghamton, NY
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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