James Dejter,
Financial Advisor
Jamie works primarily with business owners, providing comprehensive individual and business financial planning. He also works closely with attorneys, building a comprehensive financial plan for the different stages of career progression, from law school to partner and through retirement. He is FINRA Series 7 and Series 66 registered. Jamie has previously worked in commercial real estate, as an asset manager in Annapolis, MD, and as an Investment Analyst at Morgan Stanley in Baltimore, MD. He earned a Bachelor’s Degree in Marketing, from the Perdue School of Business at Salisbury University.
Jamie finds satisfaction in tailoring plans to help achieve clients’ long-term goals and aspirations. Working at Commonwealth, he enjoys the focus on superior client service, the team-based approach and the unique, collaborative spirit embodied by each member of the team.