Partner – The Grace Group
Jamie is a lifelong Jackson resident and has been a Financial Advisor in the Jackson, Michigan since 1999. He received a BA in Economics & Management from Albion College, 1990.
In 2019, Jamie was named for the second year in a row to the Financial Times 400, a ranking of the Top 400 Financial Advisors in the country1. He has also been recognized annually as a Forbes “Best-In-State” Wealth Advisor2 since 2018. These are recognitions of the outstanding ‘client first’ philosophy The Grace Group3 strives to achieve. As a Premier Advisor4 from 2007-present, he has served on the Financial Advisor Advisory Board, a 20 member panel from around the country to work directly with management teams for A.G. Edwards/Wachovia and subsequently Wells Fargo Advisors. These terms were 2006-2009, and served again from 2011-2015.
Donating his time locally, with a passion for education, Jamie was elected to the Jackson Public School board of education in November of 2014 and served a 6 year term ending December of 2020. He has served on the Junior Achievement Board from 2001-2020, and served as Chair of Junior Achievement 2011-2013. Jamie also finished a 3 year term as a director of the Country Club of Jackson, 2013-2015. Additionally he has served as a Trustee of First United Methodist Church from 2000-2009 and is a past Board Member of the Ella Sharp Museum, 2001-2003.
With his wife, Lori, they have two amazing daughters, Emma, who is a junior in the James Madison College at Michigan State University, and Libby, who is a freshman attending The College of Creative Studies (CCS), Detroit, MI.
1The Financial Times 400 Financial Advisers rankings are based on data provided by investment firms. Factors include assets under management, experience, industry certifications, online accessibility and compliance record. Investment performance and financial advisor production are not explicit components.
2The Forbes Best-in-State ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
3Investment Products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. The Grace Group of Meridian Wealth Management of Michigan is a separate entity from WFAFN.
4The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients.