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  2. Jamie Vickery

Jamie Vickery

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Jamie Vickery
Executive Assistant
E-mail: 
jamie@kwbwealthmanagers.com

Jamie joined KWB Wealth Managers Group in October of 2001. She was hired as the file clerk. After several years of back office support, Jamie was given the opportunity to be the Client Service Coordinator for Kerry Bubb, Diana Sailler, Mike Razzouk. Jamie is also one of several notaries* that are on the KWB team. 

Jamie is a native of Yucaipa and is the younger of two children. She and her husband, Brian welcomed a new addition to their family in December 2015 with the birth of their son, Logan. Their family is now complete and are now enjoying watching him grow up along with his two older brothers, Austin and Andrew. 

Outside of work, Jamie’s life is centered on her family. She loves hosting family dinner and neighborhood BBQs. Jamie also enjoys other outdoor activities including shooting, camping and taking walks with her family and her two dogs, Duke and Jasper.

 

*Notary services are not provided through LPL Financial.

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  •   Main Office

    1782 Orange Tree Lane
    Redlands, CA
    92374 United States

    Monrovia Office
    617 South Ivy Ave.
    Monrovia, CA 91016

  •   (909) 307-8220
  •   invest@kwbwealthmanagers.com

Hours of Operation:

Monday - Thursday: 8:00 AM - 5:00 PM
Friday: 7:00 AM - 3:00 PM
Saturday/Sunday: Closed

The financial consultants at KWB Wealth Managers Group are Registered Representatives with and Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IN, IA, KY, MD, MA, MI, MN, MO, MT,NE, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY.

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