Tammy Mafara-Jacobs
Tammy Mafara-Jacobs is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in West Linn, OR, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1800 Blankenship Road, Suite 170, West Linn, OR, 97068
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2009Other Business Activities
Tammy provides financial advisory services for clients through Creative Wealth Management, LLC, dedicating about 10-20% of her time. She is also a trustee for her brother and sister-in-law and a check signer for her husband's business, Rally Auto Mart, spending minimal time on these activities.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Woodbury Financial Services, INC.Broker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.