Jamie Wilson joined Capital Advisors in 2003 with over a decade of prior experience in the financial services industry.  As Chief Operating Officer since 2013 and Chief Compliance Officer since January 2025, Jamie has played a pivotal role in shaping the firm’s operational and compliance strategies.  In 2015, Jamie joined the Board of Directors, further strengthening her influence on the company’s direction.

Jamie leads both the Information Technology and Compliance teams ensuring robust processes and procedures across the organization.  She earned her Investment Advisor Certified Compliance Professional (IACCP) designation in 2025 underscoring her commitment to Industry best practices.

Jamie is a graduate of Northeastern State University with a Bachelor of Business Administration in Finance.  She has served on the Advisory Board of Orion Advisor Services, the Technology, Operations, & Service Board of Charles Schwab Advisor Services, and is an Alum of the Schwab Executive Leadership Class of 2014.  Jamie is also a Circle of Red member for Go Red for Women, a division of the American Heart Association.   Outside of work, Jamie enjoys traveling, golf, and spending time with friends & family.