Jamie Cochran, CFP®

Jamie joined Summit Wealth Group recently after working as a financial advisor at a regional firm over the last decade. His career in the logistics field prior to joining the financial world opened up the opportunity for him to teach and train others. After graduate school, Jamie took this skill and applied it to guiding his clients through their own personal financial plans. Jamie and his team can clarify your options and help you make sound decisions, whether you’re retiring, running a business, or just getting started. Jamie also works with many medical professionals and regularly lectures at the Southern College of Optometry and University of Tennessee Health Science Center.

Jamie is a CERTIFIED FINANCIAL PLANNER® professional and holds his FINRA Series 7, Registered Securities Principal Series 24, and 66 securities licenses. He also holds licenses for life, health, and long-term care insurance. Jamie is also a Five Star Professional Award winner for 2023 and 2024, in the city of Memphis. 

Outside of Summit, Jamie serves on the Board of Directors for the Tennessee State Parks Conservancy. He is an outdoor enthusiast, often spending his time at the lake with his family or taking a bike ride out to Shelby Farms on the Greenline. Valentina, Jamie's lovely wife, manages to be an owner of an architecture firm while juggling her husband and daughter's schedules. Jamie is also the assistant to the assistant coach for his daughter’s soccer team.

Five Star Wealth Manager Award, created by Five Star Professional. This award was issued on 10/1/24 by Five Star Professional (FSP) for the time period 1/9/24 through 8/9/24. 600 Memphis-area wealth managers were considered, 54 advisors were named. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit https://www.fivestarprofessional.com.

 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.