Jamie is a Senior Vice President, Investments and Managing Director for Raymond James & Associates. In 2007, he formed Williams Capital Management of Raymond James & Associates. Williams Capital specializes in strategic portfolio management for individuals and corporations.
Jamie has over twenty six years of experience in the wealth management industry. He began his career with Indianapolis based Raffensperger, Hughes & Co. In 1995, National City Corporation acquired Raffensperger and formed NatCity Investments, Inc. In 2005, Jamie additionally assumed the role of team leader and client advisor for the Private Client Group. He was a three-time recipient of the Excel Award** and his team received honors for top revenue generation. Jamie is a member of the Raymond James Chairman's Council since 2012.*
Jamie received a Bachelor of Arts degree from DePauw University. He holds Series 6,7,63, and 65 securities licenses; life and variable contracts licenses; is a Chartered Retirement Plans Specialist, a Wealth Management Specialist, an Accredited Investment Fiduciary and a member of the Raymond James Institute of Investment Management Consulting Program.
Jamie is a Director and Chair of the Advancement Committee for the Kalamazoo Institute of Arts. He is past Director, Chair of the Investment Committee, Member of the Executive and Finance Committee of the Kalamazoo Symphony Orchestra. Jamie is past Director, Board Chair, Finance Committee Chair and Treasurer of Goodwill Industries of Southwestern Michigan. He is a past Director for Impact Label Corporation. Jamie is a member of The Moors Golf Club, Bronson Athletic Club and Portage Chapel Hill United Methodist Church. He enjoys assistant coaching his son’s travel baseball team. Jamie’s wife, Katie, is past President of the Junior League of Kalamazoo. The couple has two daughters and one son.
Congratulations on achieving
membership in the
*Membership is based mainly on assets under management, education, credentials and fiscal year production. Re-qualification is required annually since prior membership is no assurance of future membership.
**National City's Excel Award honored top individual and team. Firm-wide performance in selected categories such as revenue growth, service achievements, and community involvement.