About

Jamie Waldren, CFP®

Managing Director - Investments

Jamie Waldren is a Managing Director – Investments at Wells Fargo Advisors. For 28 years, Jamie has been committed to helping his clients make informed decisions about money so they can focus on what really matters to them, which is spending time with family & friends. He does this through a comprehensive process that helps clients address their key concerns, including concerns beyond investing like mitigating their taxes, taking care of their heirs, protecting their assets and maximizing their charitable giving. He then works with his network of professional advisors to help his clients maximize their probability of achieving what’s most important to them. 

 
Practice Concentration:
Affluent Individuals & families
Founding entrepreneurs 
Private companies
Corporate Executives.      

Services:
Business succession / transaction planning
Retirement Plans          
Wealth Management - Investment Consulting
Advance Planning such as Estate & Trust, and Insurance Planning
Relationship Management

Capabilities:
Qualified Retirement Plans and ESOPs  (Section 1042 Election)  

Experience:
• Past membership director of The Association of Corporate Growth of Maryland
• 2012-2020 Chair of the investment committee of the Mid – Atlantic United Methodist Foundation
• Past member of planning committee of the Professional service Council
• Member Missouri Western Football Hall of Fame
• Member Exit Planning Exchange
• Member Association of Corporate Growth
• Member National Center of Employee Ownership NCEO
• Member the National Association of ESOP

Credentials and Education:
• BS Business Management Missouri Western, 1978
• CERTIFIED FINANCIAL PLANNER™ College of Financial Planning
• FINRA Registered representative (Series 7,8,63,65 and 31)
• Maryland Insurance License
 
Wells Fargo Advisors does not give tax or legal advice.  You should consult with your attorney, accountant and/or estate planner before taking any action. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.