JT
JT

Jamie Townsend

3 Years of Experience
Escondido, CA

Jamie Townsend is a registered investment advisor at Law Office of Jamie Townsend, based in Escondido, CA, with 3 years of industry experience. Jamie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Retirement Planning.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Hourly Rate:Up to $300/hr
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Location

249 E. Fourth Avenue, Escondido, CA, 92025

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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

Jamie teaches legal topics as an adjunct professor for the University of San Diego and UC San Diego's Department of Extended Studies. Jamie also occasionally works as a professional musician.

Employment History
Current Registrations
Law Office of Jamie Townsend
October 2022 - Present · 3 yrs 7 mos
State Registrations1 state
CA
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.
Jamie Townsend - Financial Advisor | TrueAdvisor