Jamie Rutledge, CFP®

Jamie graduated from the University of Pittsburgh, receiving her Bachelor of Science in Marketing/Management with an understudy in Finance. She is a Financial Professional of Kades-Margolis, the PSEA selected 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 is a CERTIFIED FINANCIAL PLANNER™, as well as holding the CLTC designation.

As a Kades-Margolis Corporation Financial Representative, Jamie assists K-12 public education employees and their families plan their financial needs. Her specialized financial services practice focuses mainly on 403(b) retirement planning and PSERS counseling. Jamie’s approach to wealth management and insurance is deeply rooted in her personal experiences. As a working mother of four, she intimately understands the financial demands of a household budget. This unique perspective allows her to work closely with her clients, developing tailored resources for their future needs.

Jamie resides in Johnstown, PA, with her husband Andy and their four children: Andrea, Mark, Abigail, and Aubrey. When she’s not assisting clients, Jamie enjoys spending quality time with her family, exploring new destinations through travel, maintaining a healthy lifestyle through regular workouts, and expanding her horizons through 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.