TD Ameritrade Advisor Direct

For TD Ameritrade Financial Consultants or Advisor Direct clients to schedule an appointment with Jamie Upson, CFP®, CMFC, AAMS. 

Click the link below to connect to Jamie's calendar and pick a date and time that is convenient for you and/or your client. 

Initial Consultation, 1 hr.

  • Branch, SCM Office, Telephone, or Go-To-Meeting

Introductory Call, 30 min.

  • Telephone or Go-To-Meeting

Appointment, 1 hr.

  • Branch, SCM Office, Telephone, or Go-To-Meeting

Appointment, 2 hr.

  • Branch, SCM Office, Telephone, or Go-To-Meeting

If you do not see the date/time you are looking for, please give our office a call at (978) 624-3000.