Unclaimed Profile

Jamie Lyn Scott

BROGAN FINANCIAL, INC.·KNOXVILLE, Tennessee

SIE, Series 7, Series 24, Series 63, Series 6611 years registeredBROGAN FINANCIAL, INC.

8351 E WALKER SPRINGS LANE, KNOXVILLE, TN 37923CRD# 2984739Firm CRD# 133623

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jamie Lyn Scott · KNOXVILLE, TN

Registration

CRD #2984739 · BROGAN FINANCIAL, INC. · 11 years registered

Brand Profile

Not yet started

Career History

IMPACT PARTNERSHIP WEALTH, LLC

Oct 2024 – present

BROOKSTONE WEALTH ADVISORS, LLC

Jan 2023 – Oct 2024

Cleveland, TN

LPL FINANCIAL LLC

Sep 2021 – Feb 2023

CHATTANOOGA, TN

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Aug 2021 – Sep 2021

CHATTANOOGA, TN

LPL FINANCIAL LLC

Jun 2015 – Jun 2021

CHATTANOOGA, TN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · June 8, 2015

Years registered · 11

Disclosure History

2025Financial·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

BROGAN FINANCIAL, INC.

CRD 133623 · SEC 801-69181

AUM

$444M

Regulatory assets under management

Employees

1,883 client accounts

Services offered by BROGAN FINANCIAL, INC.

Per Form ADV

Portfolio management (individuals)

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Nonprofits & Foundations

View all advisors at BROGAN FINANCIAL, INC. →

Introduction

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Frequently Asked Questions

What services does Jamie Lyn Scott offer?

Jamie Lyn Scott specializes in Investment Management. Contact their office in KNOXVILLE, Tennessee for a consultation.

What are Jamie Lyn Scott's credentials?

Jamie Lyn Scott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jamie Lyn Scott located?

Jamie Lyn Scott is based in KNOXVILLE, Tennessee, working with BROGAN FINANCIAL, INC.. Their office serves clients in the KNOXVILLE metropolitan area and surrounding communities.

How does Jamie Lyn Scott charge for services?

Jamie Lyn Scott's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BROGAN FINANCIAL, INC.?

BROGAN FINANCIAL, INC. has approximately 22 employees and manages $444M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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