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Jamie L Lorentz

3A PARTNERS, LLC·COLUMBUS, Ohio
SIE, Series 7, Series 63Clean record3A PARTNERS, LLC
1554 POLARIS PKWY, COLUMBUS, OH 43240CRD# 5969271Firm CRD# 331371

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jamie L Lorentz · COLUMBUS, OH
Registration
CRD #5969271 · 3A PARTNERS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
3A PARTNERS, LLC
CRD 331371 · SEC 801-130743
AUM
—
Regulatory assets under management
Employees
5
Total firm employees
Services offered by 3A PARTNERS, LLC
Per Form ADV
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at 3A PARTNERS, LLC →
Introduction

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04

Frequently Asked Questions

What services does Jamie L Lorentz offer?
Jamie L Lorentz specializes in Retirement Planning, Wealth Management. Contact their office in COLUMBUS, Ohio for a consultation.
What are Jamie L Lorentz's credentials?
Jamie L Lorentz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jamie L Lorentz located?
Jamie L Lorentz is based in COLUMBUS, Ohio, working with 3A PARTNERS, LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.
How does Jamie L Lorentz charge for services?
Jamie L Lorentz's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is 3A PARTNERS, LLC?
3A PARTNERS, LLC has approximately 5 employees. The firm is registered with the SEC as an investment adviser.
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Vincent Michael Jenkins
COLUMBUS, OH

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