James Worrell

James L. Worrell
Managing Director
Northeast

Phone: 401.521.5588
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Jamie is a Managing Director and investment advisor for Strategic Retirement Partners in the Northeast Office. Jamie has built a successful retirement plan team and practice over the last 20+ years by helping employers and individuals get the most from their retirement plans and investment programs. His experience and passion is helping plan sponsors reduce their fiduciary liability and offer competitive, affordable retirement benefits while helping individuals save, plan, and invest wisely. Jamie has been recognized by PLANSPONSOR Magazine as the "2011 Retirement Plan Adviser of the Year" as well as one of the "Top 100 Retirement Plan Advisers", by 401kwire as one of the "300 Most Influential" retirement plan advisors, and by Institutional Investor News as a "Rising Star of Retirement Plan Advisors" in 2007.

Jamie is a frequent speaker and industry commentator for professional, association, and industry groups. He has been quoted in The Wall St. Journal, PLANSPONSOR / PLANADVISOR Magazines, Defined Contribution & Savings Plan Alert and in local media.

Jamie is also the President of GPS Investment Advisors, which he founded in 2007. Previously he was Director of Retirement Plan Consulting at Financial Architects Partners and spent seven years at John Hancock Funds. Jamie completed training and coursework through the The PLANSPONSOR Institute and earned the PLANSPONSOR Retirement Professional (PRP) designation. He is a graduate of Moses Brown, Connecticut College and Suffolk University Law School. Jamie's current community involvement includes serving as a Rhode Island Commodore, as a member of the San Miguel School Executive Director's Council, and as a member of the Neighborhood Health Plan of RI Investment Committee. He served as a Board/Investment Committee member of Blithewold and The Providence Children's Museum, and as a lay representative of the Episcopal Diocese of RI Commission on Finance. He has coached youth lacrosse and soccer. Jamie lives in Providence, RI with his wife and three children.

Credentials:
Education:
B.A., Connecticut College
J.D., Cum Laude, Suffolk University Law School

Associations:
Profit Sharing 401(k) Council of America, NFP Benefits Partners

Professional Designations & Licenses:
PlanSponsor Retirement Professional (PRP)

FINRA Licensed: Series 7 (General Securities Representative), Series 6 (Investment Company Products/Variable Contracts Limited Representative), Series 63 (Uniform Securities State Law License), Series 65 (Uniform Investment Advisor Law License), Series 24 (General Securities Principal)

Little Known Facts:
Jamie is fluent in Spanish and conducts 401(k) employee meetings in Spanish. After college, Jamie lived and worked in Adelaide Australia while playing lacrosse for the ETP Eagles.

View Our Video

small video

small video

Newsletter

Enter your email to subscribe to our newsletter.

CAPTCHA

Office Quick Contacts

Arkansas & Southern Missouri

479.553.9311

Central Florida

888.202.3927

Central Texas

866.901.4015

Great Lakes

888.202.3927

Michigan

248.773.7046

Mid Atlantic

757.645.3975

Mid Central

513.602.2868

Midwest

515.867.2444

Northeast

401.521.5588

Northern California

650.587.8616

Oklahoma

918.298.3050

Rocky Mountains

720.289.3833

Wisconsin

262.439.4751

 
Go to top