Home
Home
About Us
Our Services
Insights
- Quarterly Newsletters
Contact Us
Client Portal
Make an Appointment

Jamie Lumsden

Jamie Lumsden

Financial Planner

(808) 225-9771

Jamie.Lumsden@Osaicfa.com

Address:

737 Bishop Street, Suite 2820

Honolulu, HI 96813

Contact

Office: 9493414263

695 Town Center Drive,

Suite 700

Costa Mesa, CA 92626

Info@OurProspera.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Abiel Acosta CA Insurance License #0E60415

Candice Carrizales CA Insurance License #4127931

Roberto J. Duran CA Insurance License #0C87851

Derek Ferriera CA Insurance License #0665169

Derrick Nguyen CA Insurance License # 0J10811

Jennifer Schrier CA Insurance License #4008709

Esmeralda Almazan CA Insurance License #4439747

This communication is strictly intended for individuals residing in the states of California, Arizona, Arkansas, Colorado, Florida, Georgia, Hawaii, Idaho, Illinois, Kansas, Maine, Maryland, Massachusetts, Michigan, Missouri, Nebraska, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, and Washington. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.

Prospera Succession Partners (https://www.ourprospera.com) is committed to facilitating the accessibility and usability of its Website, www.ourprospera.com, for all members. We aim to develop all areas of our website according to the Web Content Accessibility Guidelines (WCAG) as its web accessibility standard or other standards to the extent required by the Americans with Disabilities Act (“ADA”). Our website will be tested on a periodic basis to help us comply with these standards.

If you have difficulty using or accessing any element of this website, please call us at 949-341-4293 or email us at Info@OurProspera.com. We will work with you to provide the information or item(s) you seek through a communication method that is accessible for you (example – communication through telephone support).