Jamie Rutledge, CFP®

Jamie is a graduate of the University of Pittsburgh, where she received her Bachelor of Science degree in Marketing/Management with an understudy in Finance. She is a Financial Advisor for Kades-Margolis Corporation, the PSEA Endorsed Marketer of 403(b) Programs since 1974, and is professionally licensed to offer 403(b)s, 457(b)s, mutual funds, managed advisory accounts, variable annuities, fixed annuities, life, health and long term care insurance as well as College Savings Programs. Jamie has also earned the Certified in Long-Term Care (CLTC) designation.

As a Kades-Margolis Corporation Financial Representative, Jamie works with K-12 public education employees and their families to assist in planning for their financial needs. Her specialized financial services practice focuses mainly on 403(b) retirement planning and PSERS counseling.

Jamie draws from her past experience in wealth management and insurance to help create a unique retirement plan for each client. As a working mother of four she understands the financial demands on a household budget. She works with her clients to develop resources for their future needs.

Jamie resides in Johnstown, PA with her husband Andy and their four children; Andrea, Mark, Abigail and Aubrey. Outside of work Jamie enjoys attending her very active children’s numerous events, working out and reading.

Contact Jamie

Contact by Phone
(814) 248-9719
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirement.