Serving the Southern California area, Jamie has been with Fisher Investments since 2000 and has worked in the financial services industry for over 40 years. Previously, he worked as a branch manager for First Affiliated Securities in San Diego, CA, and as a branch manager for Spelman & Company where he spearheaded bank-brokerage relationships with local banks. Jamie also served as a Senior Investment Advisor at Global Resource Investments, Ltd. in La Costa, CA, where he was responsible for investing high net worth accounts and overseeing a team of junior brokers and sales assistants. Extensive industry background coupled with his experience with high net worth clients make Jamie well-equipped to serve Fisher Investments’ clients and prospective clients. He can review and evaluate your current financial situation, discuss your investment goals and objectives, and explain Fisher Investments’ approach to investing. Jamie lives in the North County of San Diego with his wife and family. He enjoys hiking, golfing, skiing and family time. Contact Jamie for our latest Stock Market Outlook or other helpful investing guides (more information about these at the right). Simply complete the request form below and indicate the items of interest. We will email these to you at no cost.
A timely research report from the Investment Policy Committee with current views on where the stock market is headed.
This guide addresses some key questions many face when planning for retirement.
Learn about the eight biggest mistakes in the world of investing and how to avoid them.