Client Services Administrator
JAMIE BROTHERS BIOGRAPHY
Jamie joined YHB Wealth Advisors as a Client Services Associate in July 2018 and became part of Glass Jacobson Wealth Advisors in 2022 when the companies merged. Jamie has over 20 years’ experience in the wealth management and finance industry. Prior to becoming a member of the Glass Jacobson Wealth Advisors’ team, Jamie held various high-level positions as the Client Service Coordinator for a national brokerage firm as well as Independent Registered Investment Advisors.
She puts her expertise to work at YHB by handling daily client service interactions including opening new accounts, processing the transfer of assets between custodial firms, submitting requests for disbursement of funds, working with compliance staff, and handling all client service inquiries.
Jamie serves as a Notary Public for verification of Glass Jacobson Wealth client identity and signatures when required.