JE
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Jamin Eastman

9 Years of Experience
Naples, FL
Sells Insurance

Jamin Eastman is a registered investment advisor at Pfo Investment Advisors, LLC, based in Naples, FL, with 9 years of industry experience. Jamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 7 clients with $10M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$10.3M
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Location

9045 Strada Stell Court, #106, Naples, FL, 34109

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Jamin owns Eastman Consulting, LLC, founded in 2019, which focuses on R&D and market growth for a P&C insurance company, dedicating a few hours per week. He is also an officer with AWEARS, LLC and New International, both charitable organizations from which he derives no income.

Employment History
Current Registrations
Pfo Investment Advisors, LLC
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
Pfo Investment Advisors, LLC
September 2016 - December 2024 · 8 yrs 3 mos
State Registrations1 state
FL
Advisor

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.

Exams
No exam information available for this advisor.