JA
CFA
JA
CFA

Jamisen Michael Allen

13 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningSocially Responsible Investing
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
39 advisors
Number of Clients
12,206 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$25.0B

Fee Structure

Minimum Investment:$75K
Financial Planning:Investment management only
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Location

5900 Southwest Parkway, Building 1, Suite 100, Austin, TX, 78735-6202

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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.

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Other Business Activities

Jamisen owns Lonestar Defense Institute, LLC, which provides firearm and self-defense instruction, since 2020. Jamisen dedicates about 10-20% of their time to coordinating and administering training/classes.

Employment History
Current Registrations
Sage Advisory Services LTD CO
March 2022 - Present · 3 yrs 11 mos
Previous Registrations
J.P. Morgan Securities LLC
May 2016 - February 2022 · 5 yrs 9 mos
J.P. Morgan Securities LLCBroker
May 2016 - February 2022 · 5 yrs 9 mos
Securian Financial Services, INC.
December 2012 - May 2016 · 3 yrs 5 mos
Securian Financial Services, INC.Broker
October 2012 - May 2016 · 3 yrs 7 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.