Jeremy Elliott Chaffin

CFP

Telos Capital Management, INC.

28 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Telos Capital Management, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

12 advisors

Number of Clients

913 clients

Average Client Portfolio

$1.5M average

Assets Under Management

$1.4B

Fee Structure

Minimum Investment:$250K

Financial Planning:Included in AUM fee

Location

13480 Evening Creek Drive North, Suite 250, San Diego, CA, 92128-4310

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Telos Capital Management, INC.

January 2014 - Present · 12 yrs 1 mo

Previous Registrations

Charles Schwab & CO., INC.

July 1997 - January 2014 · 16 yrs 6 mos

State Registrations3 states

CAORTX

Advisor

Exams

No exam information available for this advisor.