Jamie Colonna
My Personal CFO · Vancouver, Washington
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.
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Facts
| Firm | My Personal CFO |
|---|---|
| Based in | Vancouver, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $365.1M across 458 accounts |
| SEC registration | Investment adviser representative in WA · CRD 8006178 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.mypcfo.com |
| Profile |
How Jamie's firm compares
- My Personal CFO's average account is about $797,000, from its Form ADV (assets managed divided by 458 accounts).
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Questions about Jamie
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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