Jamie Stone,
CFP®, ChFC®

Client Advisor

Jamie began his career in the financial industry in 2001. His past professional experiences include manager of investment advisor services at the National Rural Electric Cooperative Association, where he provided retirement planning services for shareholders and participants, private client consultant at JP Morgan Bank, and investment advisor at Northwest Retirement Security Group, where he created retirement and insurance plans for small businesses and individual high-net-worth clients. Jamie graduated from the University of Washington and holds the FINRA Series 65 license.

arrow-left arrow-right

Talk to Us.