Jamie Marie Johnson

Advisor at Edward Jones — Baldwinsville, NY Salina Street

Updated today

Credentials

Series 66

Experience

3 years

Location

Baldwinsville, NY 13027

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,152 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Jamie Johnson is a financial advisor with Edward Jones in Baldwinsville, NY, holding a Series 66 designation and three years of industry experience. Prior to rejoining Edward Jones in 2023, Jamie worked at Seint Beauty as an artist and sales consultant and was employed at Best Buy Mobile. Outside of advising, Jamie has been involved in beauty sales through Seint, mainly for personal product discounts. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Wealth management

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Baldwinsville, NY Salina Street

9 Salina Street

Baldwinsville NY 13027

Advisors at this office

1

Most active in

New York · Texas

Work history

3 years of industry experience

Edward Jones

2023 - Present • 3 years

St Louis, MO

Seint Beauty

2021 - 2023 • 2 years

Hannibal, NY

Best Buy Mobile

2016 - 2017 • 1 year

Syracuse, NY

Edward Jones

2016 - 2023 • 7 years

St. Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Robert J

CFP®, Series 63

Baldwinsville, NY

Main Street Wealth Management, LLC

Robert Just is a CFP® with seven years of industry experience. He is the sole advisor at Main Street Wealth Management, LLC, where he has worked since 2019. Prior to that, he spent two years at Wolfson Wealth Management, LLC. Main Street Wealth Management provides portfolio management, financial planning, and ongoing pension and employee benefit plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a variety of analytical methods and typically recommends mutual funds and ETFs while also incorporating fixed income, REITs, annuities, and other instruments. It offers regular account monitoring and pension consulting services tailored to plan demographics and objectives.

Annuities Real estate investing
user avatar

Nancy G

Series 63, Series 66, Series 65

Syracuse, NY

Edward S. Green & Associates, LLC

Nancy Green is a financial advisor with Edward S. Green & Associates, LLC in Syracuse, NY. She holds Series 63, Series 65, and Series 66 licenses and has six years of industry experience. Outside of her advisory role, she works as a human resources consultant for Bousquet Holstein PLLC. Edward S. Green & Associates functions primarily as a solicitor for an unaffiliated investment adviser, providing clients with financial concierge services that coordinate education, retirement, and estate planning alongside other financial professionals. The firm does not manage client investment accounts directly and operates without taking custody of client assets or charging advisory fees based on assets under management.

Wealth management
user avatar

Samuel K

Series 65

Syracuse, NY

Kraemer Capital Management LLC

Samuel Kraemer is the sole advisor at Kraemer Capital Management LLC in Syracuse, NY, holding a Series 65 credential with four years of industry experience. Prior to his advisory role, he has worked in various positions including at Hillside Children’s Center, where he serves as a Youth Advocate assisting high school students with graduation and post-secondary planning. Kraemer Capital Management LLC is an independent advisory firm providing discretionary investment management and comprehensive financial planning services primarily to individual clients. The firm focuses on tailored portfolios based on fundamental analysis and a long-term investment approach, with regular portfolio reviews and reporting.

General retirement planning College savings (529s, UTMA, etc.) Debt management
user avatar

Lucas S

Series 65

Syracuse, NY

LTS Wealth Management

Lucas Smith is the sole advisor at LTS Wealth Management in Syracuse, NY, holding a Series 65 credential with one year of industry experience. His background includes roles in education and union leadership, currently serving as Grievance Chair for the Baldwinsville Teachers Association and operating a basketball officiating business under Luke Smith, LLC. He has been involved in education and sports officiating for over a decade alongside his advisory work. LTS Wealth Management provides investment advisory and financial planning services to individuals, families, and small businesses, combining quantitative and qualitative analysis with an emphasis on long-term strategic asset allocation and tactical adjustments. The firm offers tailored planning engagements and account management without commissions or custody of client funds, operating on a small scale under a single adviser.

Tax-loss harvesting Options & derivatives strategies
user avatar

Christopher B

Series 66, Series 65

Syracuse, NY

Adirondack Capital Advisors, LLC

Christopher Berg is a financial advisor at Adirondack Capital Advisors, LLC with 21 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Adirondack Capital Advisors since 2018, as well as at Lifemark Securities Corp. and Americu Capital Management, LLC. Adirondack Capital Advisors serves individual investors, retirement plans, trusts, estates, charitable organizations, and businesses with investment management, financial planning, and advisory consulting. The firm employs a long-term, asset-allocation focused approach using a mix of actively managed and index-based funds and individual securities.

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting Wealth management
user avatar

James C

Series 65

Syracuse, NY

Adirondack Capital Advisors, LLC

James Campagna Jr. is a financial advisor at Adirondack Capital Advisors, LLC with seven years of industry experience. He holds a Series 65 credential and previously worked at Americu Capital Management, LLC and Americu Credit Union. He may earn commissions from insurance companies for sales of certain non-variable life, health, annuity, and disability income insurance products. Adirondack Capital Advisors serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities by providing investment management, financial planning, and advisory consulting. The firm employs a long-term, asset-allocation centered approach using both actively managed and index-based funds and individual securities, focusing on developing individualized investment policies and ongoing monitoring.

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting Wealth management
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