Jamar Joseph Anderson
Investment adviser representative at Triumph Capital Management
10 yearsExperience
1 stateRegistered in
$645.6MFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Triumph Capital ManagementJan 2024 to now
- Commonwealth Financial NetworkJun 2020 to Jan 2024
- Summit Wealth GroupApr 2020 to Jan 2024
- Charles Schwab & Co., Inc.Jun 2019 to Mar 2020
- City of Colorado SpringsMar 2017 to Jun 2018
- USAA Financial Planning ServicesFeb 2017 to May 2019
- T.Rowe PriceJan 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (CO).
Triumph Capital Management
$645.6MAssets managed
2,239Clients
14Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6405623
- Firm CRD
- 282814