Osaic Wealth
37yrs
Top advisor by experience in Oak Creek
12yrs
Jamie Poulos is a fiduciary financial advisor in Oak Creek, Wisconsin, with 12 years in the industry. After three years at Allspring Funds Management and four years at Wells Fargo Advisors, Jamie joined J.P. Morgan Securities in 2024, a firm offering financial planning, investment management, and retirement plan consulting. J.P. Morgan Securities reports being paid through a percentage of assets.
One of 23 advisors with offices in Oak Creek, and one of 23 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?More experience than 59% of advisors at J.P. Morgan Securities
Office7980 S. Howell Ave., Oak Creek, WI 53154
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?2 states
Services through J.P. Morgan Securities
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowJ.P. Morgan Securities LLCCurrent firm
- 2021 – 2024Allspring Funds Management, LLCPreviously
- 2017 – 2021Wells Fargo Clearing Services, LLCPreviously
Contact Jamie
(800) 999-2000Firm headquarters in New York, NY. Ask for Jamie. 7980 S. Howell Ave.Oak Creek, WI 53154Office · Get directions Firm websitewealthpartners.jpmorgan.com
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Questions to ask Jamie
Tailored to Jamie’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jamie
How do I contact Jamie?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Jamie Poulos. Jamie works from the Oak Creek, WI office.
How long has Jamie been a financial advisor?
Jamie has been in the industry since 2014, about 12 years. More experience than 59% of advisors at J.P. Morgan Securities.
What licenses does Jamie hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jamie a fiduciary?
Jamie is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jamie paid?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, other fees. Ask Jamie for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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