Jamie Ebersole

CFP®, CFA
Personal Finance, Retirement, Investing
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“Jamie Ebersole, Founder & CEO at Ebersole Financial, is committed to helping his clients achieve their financial goals for the next year, the next decade and the next generation.”
Firm:

Ebersole Financial

Job Title:

Founder & CEO

Biography:

Jamie Ebersole is the Founder and CEO of Ebersole Financial. He enjoys interacting personally with all clients and oversees all accounts, utilizing his comprehensive knowledge of investment strategies, risk management, asset allocation models, retirement planning, and income tax and gift planning for high net-worth individuals and their families.

Prior to founding Ebersole Financial, Jamie spent 15 years working with large financial institutions helping them reach their investment goals. During that time, he was responsible for the oversight and management of investment programs of more than $1.5 billion on behalf of those clients.

Early in his career Jamie worked in the financial planning and mutual fund accounting businesses. Following his MBA studies, Jamie spent the next 15 years working for Allianz Private Equity Partners (part of the Allianz Group) in New York and later SL Capital Partners (part of the Standard Life Group) in Boston, managing private equity investments on behalf of institutional investors, including insurance companies, public and private pension funds and family offices. As Managing Director at each firm, he was a member of the investment committee and responsible for setting investment strategy. Jamie has extensive experience dealing with family businesses, as the child, brother and grandson of small business owners, and he relishes now being a member of  the family business community himself.

Jamie earned both a Bachelors and Masters degree from Tufts University here in the Boston area. He later earned an MBA from The Red McCombs School of Business at the University of Texas at Austin and an MBA from the Pontificia Universidad Catolica de Chile in Santiago, Chile. Jamie has lived overseas for extended periods of time including stints in Munich, Germany, Santiago, Chile, London, England and Vienna, Austria.

Jamie is a Certified Financial Planner® (CFP) practitioner, a CFA charterholder and a member of the CFA Institute (Chartered Financial Analysts). He is an active member of the FPA (Financial Planning Association), serving on their Career Development Committee. He is also a member of the Boston Society of Securities Analysts and serves on their Alternatives and Real Assets Committee. Allowing him to bring one of his personal passions into his professional life, Jamie also serves as a Golf Committee Member for the Boston Estate Planning Council.

An active community member, Jamie serves in local town government, and is a community board member for The Fund for Wellesley. He is also an Audit/Finance Committee Member for Rosie’s Place in Boston.

Education:

BA, Tufts University
MA, Tufts University
MBA, The University of Texas at Austin
MBA, Universidad Catolica de Chile

Assets Under Management:

$6 million

Fee Structure:

Fee-Only

CRD Number:

6315724

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  • Jamie Ebersole CEO of Ebersole Financial LLC
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October 2017

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    Choosing an Advisor
How do I verify the authenticity of a CFP's credentials?
100% of people found this answer helpful

Thanks for this question. It is very important to know if your advisor is properly credentialled for the work that you require. The CFP Board provides this information to the public so that you can conduct your research into an advisor. 


If you go to the CFP Board's website, following the link below, you will be able to search for a CFP practitioner in your area and you will be able to screen your advisor to verify if he/she has a CFP credential. 

http://www.letsmakeaplan.org/

Here is the link to use to verify your advisor's credential and see if he/she is a CFP in good standing. 

http://www.letsmakeaplan.org/verify

Good luck in your search and kudos to you for asking the right questions. 

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