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Jamie Lee Malone

AGILI, P.C.·RICHMOND, Virginia
Clean record15 years registeredAGILI, P.C.
1806 SUMMIT AVENUE, RICHMOND, VA 23230CRD# 5823046Firm CRD# 107664

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jamie Lee Malone · RICHMOND, VA
Registration
CRD #5823046 · AGILI, P.C. · 15 years registered
Brand Profile
Not yet started
01

Career History

CW ADVISORS, LLC
Aug 2024 – present
AGILI, P.C.
Aug 2010 – Aug 2024
RICHMOND, VA
02

Registrations & Exams

Registration record
First registered · August 24, 2010
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AGILI, P.C.
CRD 107664 · SEC 801-43264
AUM
$1.1B
Regulatory assets under management
Employees
21
2,179 client accounts
Services offered by AGILI, P.C.
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at AGILI, P.C. →
Introduction

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05

Frequently Asked Questions

What services does Jamie Lee Malone offer?
Jamie Lee Malone specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.
What are Jamie Lee Malone's credentials?
Jamie Lee Malone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jamie Lee Malone located?
Jamie Lee Malone is based in RICHMOND, Virginia, working with AGILI, P.C.. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.
How does Jamie Lee Malone charge for services?
Jamie Lee Malone's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AGILI, P.C.?
AGILI, P.C. has approximately 21 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Jack Everett Payne
RICHMOND, VA
CFPCFA
Marilee Anne Falco
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Research
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