Jamie L. Wiley,  CFP<sup>&reg;</sup> - Financial Advisor

Jamie L. Wiley, CFP®

MBA

Wealth Manager

USAA Wealth Management

3050 Peachtree Rd NW, Suite 150
Atlanta, GA 30305
FINANCIAL ADVISOR'S WEBSITE
(800) 292-8800 ext67019
(210) 456-7019

General

Jamie Wiley is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at USAA Wealth Management in Atlanta, GA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Insurance Licenses

  • Life insurance: All 50
  • Health/disability insurance: All 50
  • Property/casualty: All 50
  • Fixed annuities: All 50
  • Variable annuities: GA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Government & Military, Getting Married, Irregular Income, Mutual Funds, Real Estate, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Medical & Health Issues, Sudden Wealth, Special Needs, Personal Taxes, Women's Finances

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