JAMIE MICHAEL LIMA is an investment adviser representative (IAR) with state registration records since 2006, appearing at 10 firms. Currently registered with SAX WEALTH ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SAX WEALTH ADVISORS, LLC | 2025-04-10 | present | Yes |
| ORIGIN INVESTMENT ADVISORY LLC | 2021-05-04 | 2022-05-04 | — |
| WOODSON WEALTH MANAGEMENT | 2020-05-26 | 2025-07-15 | — |
| PRESIDIO CAPITAL MANAGEMENT, LLC | 2020-02-28 | 2020-04-17 | — |
| FIRST ALLIED ADVISORY SERVICES, INC. | 2020-02-28 | 2020-04-17 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2020-03-02 | — |
| STRATEGIC ADVISERS LLC | 2011-08-15 | 2018-07-13 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2011-07-07 | — |
| MORGAN STANLEY & CO. LLC | 2007-04-02 | 2009-06-01 | — |
| MORGAN STANLEY DW INC. | 2006-07-17 | 2007-04-02 | — |