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Jamie John Worden

WORDEN CAPITAL ADVISORS INC.·GARDEN CITY, New York
Unclaimed Profile
100 RING ROAD WEST, GARDEN CITY, NY 11520CRD# 4637404Firm CRD# 309895
01

About

Jamie John Worden is a registered financial advisor based in GARDEN CITY, New York, affiliated with WORDEN CAPITAL ADVISORS INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ASCENSION PRIVATE WEALTH ADVISORS INC.
WORDEN CAPITAL ADVISORS
AUM
Regulatory assets under management
Employees
Total firm employees
Services
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: CO-ADVISORY FEES FOR ASSETS MANAGED BY OTHER INVESTMENT ADVISERS
Regulatory
SEC/IARD CRD# 4637404
Firm CRD# 309895
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jamie John Worden offer?
Jamie John Worden specializes in Retirement Planning. Contact their office in GARDEN CITY, New York for a consultation.
What are Jamie John Worden's credentials?
Jamie John Worden is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jamie John Worden located?
Jamie John Worden is based in GARDEN CITY, New York, working with WORDEN CAPITAL ADVISORS INC.. Their office serves clients in the GARDEN CITY metropolitan area and surrounding communities.
How does Jamie John Worden charge for services?
Jamie John Worden's firm is compensated through percentage of aum, performance-based fees, other: co-advisory fees for assets managed by other investment advisers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WORDEN CAPITAL ADVISORS INC.?
WORDEN CAPITAL ADVISORS INC. is a registered investment adviser with the SEC. See their Form ADV for full details.
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