Jamie M. Waldren, CFP® Managing Director

Gov. Services Research Reports: 

Wells Fargo IT/BPO Services Weekly  

Wells Fargo Investment Institute:

Strategy Update: 2017 Year End Targets

2016 Capital Market Assumptions and Strategic Asset Allocation

 JanJaJanj  Retirement Planning:

Five beneficiary planning startegies

Getting your retirement right

Five questions you should answer before you retire

Social Security Update:

Frequently ask questions


Employee Ownership Plans:

Employee Ownership Impoact Peformance Positively - read more

Making the case for employee ownership - read more

ESOPs can mean better results, happier employees, improved performance and a stronger business. But is the move to an employee-owned model right for your company?  More information on ESOPs is available on the business advisory and insights and articles tabs.


Learn more about employee ownership plans


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Intelligent Investing

5 Key Concepts to Help Achieve Financial Success
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Meet Jamie M. Waldren, CFP®

How an Early Loss Inspired a Commitment to build a successful Wealth Management practice.

Jamie’s enthusiasm and passion for helping his clients achieve all that is important to them through wealth management grew out of the values his parents taught him. His life lessons learned from his father’s untimely passing away and how he learned from this experience to help people make smart decisions about money.



Learn more about Jamie Waldren


Jamie Waldren, CFP®
Managing Director
Wells Fargo Advisors

10490 Little Patuxent Parkway, Suite 500
Columbia, MD 21044-4928
Map and Directions

Phone: (410) 715-5026
Fax: (410) 715-5008