Jamie L. Felker, AIF®
Title
Chief Operating & Chief Compliance Officer
Education
M.A.O.M. Master of Arts in Organizational Management from the University of Phoenix
B.S.B.A. in Business Management from Robert Morris University
A.S. in Aviation from the Community College of Beaver County
Advanced Credentials/Designations:
- Accredited Investment Fiduciary™
- Certified Six Sigma Black Belt
Statement of Service:
Jamie’s career in the financial services industry began in 1995 when he joined Merrill Lynch in Denver, Colorado. During his 10 year career at Merrill Lynch he held various managerial positions. In 2001, he was selected to participate in the implementation of the Six Sigma Quality program. Six Sigma is a philosophy that uses data and statistical tools to systematically improve processes and sustain process improvements. He achieved his Black Belt ranking through an intensive training program instructed by a Master Black Belt from the Six Sigma Academy. In 2002, Jamie relocated with his family to Merrill Lynch’s Hopewell facility in Pennington, NJ to manage a large call center supporting domestic and international clients. Jamie was then promoted to Vice President of Client Account Services where he interfaced with multiple functional groups, including Marketing, Information Technology and Operations. He focused on developing new processes and procedures that optimized effectiveness and ensured compliance with corporate business plans.
In 2005, Jamie accepted the position of Chief Operating Officer at Abundance Wealth Counselors, LLC. At Abundance he is responsible for defining essential roles and skill components necessary to run the organization effectively. It is Jamie’s responsibility to acquire, train and supervise qualified talent to perform at superior levels of productivity and retention while experiencing high job satisfaction. In addition, Jamie is the firm’s Chief Compliance Officer. He has an overall responsibility for the firm’s activities, policies and procedures along with protecting Abundance’s clients, their personal information and team member information. He has earned the Accredited Investment FiduciaryTM professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh’s Center for Executive Education. He has also received formal training in investment fiduciary responsibility and prudent practices.
