Behind The Advisor

Ep #199: How a Love of Sailing has Propelled His Business - The Career of Jamie Rice


Listen Later

Jamie Rice joins the show today to describe how he made the career jump from engineering for the U.S. Navy to investment management. The chief investment officer for his firm, JQR Capital, Jamie specializes in serving individual investors, adventurers, and small businesses. You'll learn how he earned the right to use the CFA designation and the importance he places on truly caring for his clients. You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/199

...more
View all episodesView all episodes
Download on the App Store

Behind The AdvisorBy XYPN

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

136 ratings


More shows like Behind The Advisor

View all
Sales Gravy: Jeb Blount by Jeb Blount

Sales Gravy: Jeb Blount

584 Listeners

ChooseFI by ChooseFI

ChooseFI

5,143 Listeners

The Game with Alex Hormozi by Alex Hormozi

The Game with Alex Hormozi

4,463 Listeners

The Rational Reminder Podcast by Benjamin Felix, Cameron Passmore, and Dan Bortolotti

The Rational Reminder Podcast

475 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

463 Listeners

The Long View by Morningstar

The Long View

918 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

241 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

114 Listeners

New Planner Podcast by Caleb Brown

New Planner Podcast

30 Listeners

Retirement Tax Services Podcast by Steven Jarvis

Retirement Tax Services Podcast

129 Listeners

Money For Couples with Ramit Sethi by Ramit Sethi

Money For Couples with Ramit Sethi

3,430 Listeners

The Advisor Journey by Altruist

The Advisor Journey

25 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

134 Listeners

Only Fee-Only by Broc Buckles and Peter Ciravolo

Only Fee-Only

15 Listeners

Advisor Marketing Made Simple by Taylor Schulte and Kendra Wright

Advisor Marketing Made Simple

26 Listeners