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Jamie Alexander

Jamie Alexander_x

Jamie Alexander

Sr. Registered Client Service Associate

Jamie is a Senior Registered Client Service Associate at Legacy Private Wealth Partners with more than 17 years of experience in the financial services industry. Often referred to as the voice of Legacy, she acts as a liaison between other financial institutions, CPAs, and attorneys to assist clients in monitoring their cash flow, helping pay college tuition, and handling their gifting and philanthropic wishes. She has extensive knowledge and experience working with large estates and high-net-worth clients.

Jamie was previously a Senior Registered Client Service Associate with Schwartz Mabry Private Wealth Advisory at Raymond James, Wells Fargo Advisors, and Morgan Stanley Smith Barney. Her career began with Schwartz Mabry at Smith Barney in 2007 where she obtained her Series 7 license. She’s a Colorado State University graduate, with a Bachelor of Arts degree in speech communication. 

In her spare time, she enjoys reading, camping, and spending time with her husband, Adam, and children, Aiden and Isabella.

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Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC d/b/a Legacy Private Wealth Partners are not affiliated companies.

Fidelity Investments (“Fidelity”) is an independent company unaffiliated with Concurrent Advisors or Legacy Private Wealth Partners. Fidelity is a service provider to both. There is no form of legal partnership, agency affiliation, or similar relationship between your advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Investments provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1096686.1.0.