EXPERIENCE AND BACKGROUND
With 15 years experience in the financial industry and a 21 year resident of SWFL, Jamison enjoys helping members plan and realize their financial goals. Whether it’s a lifelong Credit Union member or someone new to SWFL, Jamison believes treating others exactly how one would like to be treated is the foundation to build lasting client relationships. A natural fit for the culture here at Achieva Credit Union, each relationship is built on respect, trust and accountability. Simplifying a complex investment world to meet the needs of our members and build confidence in your future is his main focus
LICENSING AND TRAINING
- Licenses in life, health and variable annuities
- Series 7 and 66 registrations
"My goal is that my clients achieve clarity, confidence and solace in their financial plan."