Kurt Jamiel
Advisor at Income Associates
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Income Associates
Location
Barrington, RI 02806
Credentials
Series 63, Series 65
Industry experience
28 years
About
Kurt Jamiel is the principal advisor at Income Associates in Barrington, RI, holding Series 63 and Series 65 credentials with 28 years of industry experience. His career includes roles at Cetera Investment Advisers and Summit Financial Group, among others. Outside of advisory work, he owns and operates Quiet Keeper, a sales and service business. Income Associates serves primarily individual investors, high-net-worth individuals, and business entities, managing approximately $9.37 million in assets. The firm provides discretionary asset management, financial planning, and retirement-plan advisory services, utilizing a mix of fundamental, technical, and quantitative analysis alongside third-party model portfolios and sub-advisors.
Client services
Based on Income Associates
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Insurance
Expertise
Based on Income Associates
General retirement planning
Income planning
Wealth management
Tax-loss harvesting
Retirement plans for business owners (SEP, solo 401k)
Fee options
Basic Financial Planning fixed fee of $2,000
$0 - $100,000: 1.7% $100,000.01 - $250,000: 1.6% $250,000.01 - $1,000,000: 1.5% $1,000,000.01 - $2,000,000: 1.0% $2,000,000.01 - $3,000,000: 0.7% $3,000,000.01 - $4,000,000: 0.6% $4,000,000.01 - $5,000,000: 0.5% $5,000,000.01 - $6,000,000: 0.4% $6,000,000.01+: 0.3%
Investment Advisor Representatives receive commissions from sales of investment related products such as insurance.
$250 per hour for hourly consultation services
Account minimum: $50,000 Fee-only: Basic Financial Planning fixed fee: $2,000; Hourly consultation: $250/hour
Location
57 Maple Ave, Suite 104
Barrington, RI 02806
Most active in
Kurt J has reported serving >5 clients in these states in the last 12 months.
Massachusetts · Rhode Island
Work history
Jamiel Financial Advisors, LLC dba Income Associates
2024 - Present (2 years)
The Quiet Keeper LLC
2023 - Present (3 years)
Cetera
2021 - 2024 (3 years)
Cetera Advisor Networks Llc
2019 - 2024 (5 years)
QOZ, LLC
2018 - Present (8 years)
Summit Financial Group
2014 - 2021 (7 years)
SUmmit Brokerage Services Inc
2014 - 2019 (5 years)
INDEPENDENT INSURANCE AGENT
2003 - Present (23 years)
Jamiel Financial Advisors, LLC
2003 - Present (23 years)
Fleapost, Inc.
2001 - Present (25 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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