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I have the knowledge, training, and backing to help my clients succeed financially. My goal is to provide superior client service. A long-term relationship is built on the trust earned through integrity, hard work and service.

 

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  • Jamie Waldren

    Jamie Waldren, CFP®

    Managing Director - Investments

    Phone: 410.715.5026
    Email: jamie.waldren@wfadvisors.com

    Finding the right financial advisor for your family with whom to build a long-term trusted relationship is a major life decision. As life and the markets change over time, you need an investment plan that helps you know exactly where you stand – now, tomorrow, and in the years to come.

    For more than two decades – and with extensive experience through major shifts in the markets – Jamie Waldren has dedicated his career to helping clients live the one life they have the best way they can, without undue financial sacrifice or overexposure to risk.

    Jamie’s personal mission is to help each of his clients plan for a financial future in a way that best meets his or her goals so they can focus on the other important things in their lives. He is dedicated to delivering comprehensive investment planning and financial services to families and high net worth individuals in order to help grow, manage, preserve, and transition their wealth.

     A Missouri native, Jamie joined Legg Mason Wood Walker as a financial advisor in 1992. Before entering the financial services industry, Jamie served a decade with a Fortune 100 corporation and prior to that earned his Bachelor of Business Administration degree from Missouri Western State University.

     He maintains the Series 7, 10, 31, 63 and 65 registrations and is insurance licensed and holds a CERTIFIED FINANCIAL PLANNER™ professional designation.

    Away from the office, Jamie and his wife, Nora, stay very active with their young son Matthew and daughter Alexandra in school and numerous sport activities.

    Jamie also enjoys playing golf, fishing, and exercising to stay in shape.

This information is intended for use only by residents of (AZ, CA, CO, CT, FL, MD, MI, PA, SC, VA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments.  

Products and services listed may not be available, or may have restrictions, depending on client country of residence. Investment and Insurance Products Are:
Not Insured by the FDIC or any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
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