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Registered advisor
J•••• M••••• R•••••
R•••••• J•••• F•••••••• S••••••• A•••••••• I••BD affiliatedJacksonville, Fldual registrantIAPD 2981735
Certified Financial Planner
Feed of 09/14/2026
Also filed as Jamie Rowell
At current firm
2 y
since May 15, 2024
In the industry
28 y
since Jan 7, 1998 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- R•••••• J•••• F•••••••• S••••••• A•••••••• I•• BD affiliated currentsince May 15, 2024 · Jacksonville, Fl
- T••••• A••••••• S•••••••• I••• BD affiliatedFeb 17, 2021 to May 23, 2024 · St. Augustine, Fl
- B••• S••••••••• L•• formerJan 2, 2018 to Feb 17, 2021 · Saint Augustine, Fl
- B••• I••••••••• S•••••••• I••• formerSep 20, 2010 to Jan 2, 2018 · Jacksonville, Fl
- W•••• F•••• A••••••• wirehouseOct 1, 2000 to Aug 19, 2010 · Severna Park, Fl
Moves
a registration end followed by a registration begin elsewhere
- T••••• A••••••• S•••••••• I••• to R•••••• J•••• F•••••••• S••••••• A•••••••• I••left May 23, 2024, registered May 15, 2024 (-8 days) · Affiliated broker-dealer or bank to another · moved with a team
- B••• S••••••••• L•• to T••••• A••••••• S•••••••• I•••left Feb 17, 2021, registered Feb 17, 2021 (0 days) · corporate re-registration, not a move
- B••• I••••••••• S•••••••• I••• to B••• S••••••••• L••left Jan 2, 2018, registered Jan 2, 2018 (0 days) · corporate re-registration, not a move
- W•••• F•••• A••••••• to B••• I••••••••• S•••••••• I•••left Aug 19, 2010, registered Sep 20, 2010 (32 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)
Signals
- J•••• M••••• R••••• left T••••• A••••••• S•••••••• I••• for R•••••• J•••• F•••••••• S••••••• A•••••••• I•• (registered 2024-05-15)May 23, 2024 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address