# Jamie Colonna

> Jamie Colonna is a fee-only financial advisor at My Personal CFO in Vancouver, Washington. My Personal CFO reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jamie-colonna/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** My Personal CFO
- **Based in:** Vancouver, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $365.1M across 458 accounts
- **CRD:** 8006178 (https://adviserinfo.sec.gov/individual/summary/8006178)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 65 (2025)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.mypcfo.com

## Frequently asked questions

### Is Jamie Colonna a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jamie holds no broker registration, and My Personal CFO reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jamie charge for financial advice?

Jamie's firm, My Personal CFO, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Jamie Colonna based?

Jamie Colonna is based in Vancouver, Washington.

### Is Jamie Colonna registered with the SEC?

Yes. Jamie Colonna is registered as an investment adviser representative in WA (CRD 8006178), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does My Personal CFO manage?

My Personal CFO reports $365.1M across 458 accounts in assets under management.

### How do I contact Jamie Colonna?

Through Jamie's website, www.mypcfo.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8006178): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.