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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant24 years in industry

JAMIE TABOR STONE

Advisor at MEANS WEALTH MANAGEMENT

Greenville, SC

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Dec 18, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MEANS WEALTH MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 2, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S63|S65
First exam: Nov 2, 2001
First registration: Dec 18, 2001
Dual registered: no
Other names: JAMIE TABOR STONE |JAMIE T STONE
IAPD individual key: 4452178

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MEANS WEALTH MANAGEMENT	Independent wealth	Feb 7, 2022	n/a	yes	Greenville, SC	Current employment
MERCER GLOBAL ADVISORS INC.	Independent wealth	Sep 4, 2015	Feb 2, 2022	no	COLUMBUS, OH\|Westerville, OH	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Apr 8, 2014	Sep 9, 2015	no	WESTERVILLE, OH	Previous registration
HOMESTEAD ADVISERS CORP.	Other adviser	Nov 10, 2008	Mar 13, 2014	no	ARLINGTON, VA	Previous registration
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Feb 8, 2006	Nov 12, 2008	no	MOUNT VERNON, WA\|EVERETT, WA	Previous registration
SIGNATOR FINANCIAL SERVICES, INC.	Former SEC adviser	Dec 12, 2002	Jan 21, 2004	no	MARYSVILLE, WA	Previous registration
WADDELL & REED	Former SEC adviser	Dec 18, 2001	Dec 31, 2002	no	LYNNWOOD , WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MERCER GLOBAL ADVISORS INC.	MEANS WEALTH MANAGEMENT	Feb 2, 2022	Feb 7, 2022	5	Firm change	RIA to RIA
J.P. MORGAN SECURITIES LLC	MERCER GLOBAL ADVISORS INC.	Sep 9, 2015	Sep 4, 2015	-5	Firm change	Other
HOMESTEAD ADVISERS CORP.	J.P. MORGAN SECURITIES LLC	Mar 13, 2014	Apr 8, 2014	26	Firm change	Other
WOODBURY FINANCIAL SERVICES, INC.	HOMESTEAD ADVISERS CORP.	Nov 12, 2008	Nov 10, 2008	-2	Firm change	Other
SIGNATOR FINANCIAL SERVICES, INC.	WOODBURY FINANCIAL SERVICES, INC.	Jan 21, 2004	Feb 8, 2006	749	Firm change after gap	Other
WADDELL & REED	SIGNATOR FINANCIAL SERVICES, INC.	Dec 31, 2002	Dec 12, 2002	-19	Firm change	Other

Relationships

Registered with (7)

→ MEANS WEALTH MANAGEMENTRegistered adviserregistration: current employment
Feb 7, 2022 to presentfactForm ADV
→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: previous registration
Sep 4, 2015 to Feb 2, 2022factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Apr 8, 2014 to Sep 9, 2015factForm ADV
→ HOMESTEAD ADVISERS CORP.Registered adviserregistration: previous registration
Nov 10, 2008 to Mar 13, 2014factForm ADV
→ WOODBURY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Feb 8, 2006 to Nov 12, 2008factForm ADV
→ SIGNATOR FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Dec 12, 2002 to Jan 21, 2004factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Dec 18, 2001 to Dec 31, 2002factForm ADV

Dated events

Occurred
Feb 2, 2022
Advisor changed firm
Jamie Tabor Stone left Mercer Global Advisors Inc. for Means Wealth Management (registered 2022-02-07)
Form ADVobserved 6 days ago