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Jamie Lee Felker

ABUNDANCE WEALTH COUNSELORS, LLC·STATE COLLEGE, Pennsylvania
Unclaimed Profile
232 REGENT COURT, STATE COLLEGE, PA 16801CRD# 5769657Firm CRD# 111740
01

About

Jamie Lee Felker is a registered financial advisor based in STATE COLLEGE, Pennsylvania, affiliated with ABUNDANCE WEALTH COUNSELORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
ABUNDANCE WEALTH COUNSELORS, LLC
ABUNDANCE WEALTH COUNSELORS, LLC
AUM
$1.2B
Regulatory assets under management
Employees
26
Total firm employees
View all advisors at ABUNDANCE WEALTH COUNSELORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5769657
Firm CRD# 111740
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jamie Lee Felker offer?
Jamie Lee Felker specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in STATE COLLEGE, Pennsylvania for a consultation.
What are Jamie Lee Felker's credentials?
Jamie Lee Felker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jamie Lee Felker located?
Jamie Lee Felker is based in STATE COLLEGE, Pennsylvania, working with ABUNDANCE WEALTH COUNSELORS, LLC. Their office serves clients in the STATE COLLEGE metropolitan area and surrounding communities.
How does Jamie Lee Felker charge for services?
Jamie Lee Felker's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ABUNDANCE WEALTH COUNSELORS, LLC?
ABUNDANCE WEALTH COUNSELORS, LLC has approximately 26 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in STATE COLLEGE
Cheryl Lynn Bartram — ABUNDANCE WEALTH COUNSELORS, LLCJohn James Schaffer — ABUNDANCE WEALTH COUNSELORS, LLCDavin Andrew Gibbins — ARIS WEALTH SERVICES INCRichard Charles Musar — ARIS WEALTH SERVICES INCRichard Frank Defluri — ABUNDANCE WEALTH COUNSELORS, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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