Five Star award winner Jamie M. Powell, CFP®

PROFESSIONAL PROFILE

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Jamie M. Powell, CFP^®

Owner/Advisor

Capital Advisory Services, LLC

8240 Beckett Park Dr Ste B

West Chester, OH 45069

Office: 513-942-7000

Cell: 513-470-8436

jpowell@capadvisor.net
www.capadvisor.net

Professional Approach

Jamie M. Powell, CFP® is originally from South Bend, Indiana and is a 1981 graduate of Indiana University-Bloomington. She has a Bachelor of Science in Marketing/Advertising. After spending six years as a sales manager in the trucking industry, she joined Financial Care Corporation. She completed the Certified Financial Planner Professional Education Program in 1991 and is fully licensed to provide knowledgeable advice regarding securities and insurance needs. In 1988 Jamie began working as a sole proprietor and is currently doing business as Capital Advisory Services, LLC. She is a Certified Financial Planning Practitioner and an Investment Advisor Representative.

Jamie and her husband, Jan, have been married 40 years and have three children, Adam, Alexandra and Zachary, 30, 25 and 23 years old, respectively. Adam graduated with a Masters in Exercise Science from Northern Kentucky University and is currently working at Capital Advisory Services, Alex is a 2020 graduate of the University of Dayton and a 2021 graduate of Xavier University with a BSN in Nursing and is currently an RN at the University of Cincinnati Hospital in the Cardiac Intensive Care Unit. Zach graduated from The University of New York at Albany in May, 2022 and just finished his first year of law school at Indiana University - Bloomington. With the kids on their own for the most part they have started traveling more and vacationing with friends and families. They also actively support the Rare Disease Family Foundation, a non-profit organization founded by their daughter Alex which supports children and young adults and their families living with a rare disease.

See Accomplishments

This award was issued on 9/1/24 by Five Star Professional (FSP) for the time period 12/12/23 through 7/9/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1596 Cincinnati-area wealth managers were considered for the award; 200 (13% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 1,649, 240, 15%, 9/1/23, 12/12/22 - 6/30/23; 2022: 1585, 230, 15%, 9/1/22, 1/3/22 - 7/1/22; 2021: 1357, 216, 16%, 9/1/21, 12/14/20 - 7/9/21; 2020: 1406, 216, 15%, 9/1/20, 12/2/19 - 6/12/20; 2019: 1371, 238, 17%, 9/1/19, 11/19/18 - 6/28/19; 2018: 1413, 239, 17%, 9/1/18, 12/20/17 - 7/19/18; 2017: 985, 288, 29%, 9/1/17, 12/21/16 - 6/29/17; 2016: 918, 368, 40%, 8/1/16, 2/10/16 - 7/25/16; 2015: 1667, 427, 26%, 9/1/15, 2/10/15 - 7/25/15; 2014: 2082, 483, 23%, 9/1/14, 2/10/14 - 7/25/14; 2013: 1367, 509, 37%, 9/1/13, 2/10/13 - 7/25/13; 2012: 1265, 477, 38%, 9/1/12, 2/10/12 - 7/25/12.

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Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.