JL
Firm Information
Compensation
Fixed/Hourly
Number of Advisors
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$402.6M
Fee Structure
Financial Planning:Investment management only
PRIMESolutions Advisors provides fiduciary review services on an individually negotiated basis. Advisory fees for customized services are negotiated with the plan sponsor or named fiduciary on a case-by-case basis.
Areas of Practice
Retirement Planning
Loading...
Advisor Information
Office location
850 Ridge Avenue, Pittsburgh, PA, 15212
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
August 2014Final
Other Business ActivitiesSells Insurance
Jamie is an independent insurance agent and earns commissions from insurance product transactions. He is also chairman of OneVision Enterprises, LLC, and a shareholder and Chief Strategy Officer for Questis and PeopleOne Health, dedicating about 10-20% of his time to each of these ventures.
Employment History
Current Registrations
Primesolutions Advisors, LLC
April 2001 - Present · 24 yrs 9 mos
Previous Registrations
Nrp Advisors, INC.
March 2009 - December 2009 · 9 mos
Prime Solutions Securities, INC.Broker
August 2000 - March 2001 · 7 mos
Linsco/private Ledger CORP. Broker
March 1998 - August 2000 · 2 yrs 5 mos
1717 Capital Management CompanyBroker
April 1994 - March 1998 · 3 yrs 11 mos
Equico Securities, INC. Broker
October 1988 - February 1994 · 5 yrs 4 mos
The Equitable Life Assurance Society of the United StatesBroker
October 1988 - February 1994 · 5 yrs 4 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.