Jamie Stewart Caudill is an investment adviser representative (IAR) with state registration records since 2005, appearing at 6 firms. Currently registered with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2025-06-20 | present | Yes |
| MAI CAPITAL MANAGEMENT, LLC | 2021-04-28 | 2022-05-02 | — |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2015-08-14 | 2016-03-16 | — |
| MONEY MASTERS, LLC | 2009-11-02 | 2009-11-02 | — |
| THE RETIREMENT CORPORATION OF AMERICA | 2009-11-02 | 2015-02-26 | — |
| STRATEGIC ADVISERS LLC | 2005-07-20 | 2009-03-05 | — |