# JAMIE MICHAEL LIMA

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.

## Registration history (10)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SAX WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/119193) | 2025-04-10 | present | Yes |
| [ORIGIN INVESTMENT ADVISORY LLC](https://search.stillhousedata.com/firm/305353) | 2021-05-04 | 2022-05-04 | — |
| [WOODSON WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/309313) | 2020-05-26 | 2025-07-15 | — |
| [PRESIDIO CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/304501) | 2020-02-28 | 2020-04-17 | — |
| [FIRST ALLIED ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/137888) | 2020-02-28 | 2020-04-17 | — |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2018-07-13 | 2020-03-02 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2011-08-15 | 2018-07-13 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2009-06-01 | 2011-07-07 | — |
| [MORGAN STANLEY & CO. LLC](https://search.stillhousedata.com/firm/8209) | 2007-04-02 | 2009-06-01 | — |
| [MORGAN STANLEY DW INC.](https://search.stillhousedata.com/firm/7556) | 2006-07-17 | 2007-04-02 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5138442)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5138442.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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