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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamar? Claim Your ProfileJamar Joseph Anderson is an investment advisor representative with Triumph Capital Management, based in Denver, Colorado. Jamar has been in the financial services industry since 2016. Prior to joining Triumph Capital Management, Jamar was affiliated with Commonwealth Financial Network, Charles Schwab & Co., Inc., USAA Financial Advisors, Inc., and T. Rowe Price Investment Services, Inc. Jamar is registered with the state of Colorado as an Investment Advisor Representative. Jamar holds the Series 6, 7, 63 and 65 licenses and the SIE certification. Jamar has experience working with high net worth individuals, pension plans, and individuals other than high net worth. Jamar provides financial planning, portfolio management for individuals, selection of other advisors, and pension consulting services. Jamar's experience and expertise can help you achieve your financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CO
01/25/2024 - Present
Triumph Capital Management (DENVER CO)
CO
06/01/2020 - 01/16/2024
COMMONWEALTH FINANCIAL NETWORK (LAKEWOOD CO)
CO
07/10/2019 - 03/31/2020
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
CO
03/16/2017 - 06/03/2019
USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)
CO
05/03/2016 - 02/03/2017
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
IA
Issued 08/23/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/03/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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