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Jamie Michelle Langlow

Investment adviser representative at Truewealth Financial Partners
10 yearsExperience
1 stateRegistered in
$273.7MFirm assets
5 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 assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Truewealth Financial PartnersAug 2025 to now
  2. Truewealath Financial PartnersAug 2025 to now
  3. UnemployedOct 2024 to Jul 2025
  4. Fidelity InvestmentsMay 2023 to Sep 2024
  5. Livingfit CrossfitJan 2023 to May 2023
  6. UnemployedJun 2022 to Dec 2022
  7. Seattle Children's HospitalJul 2021 to May 2022
  8. Family Care NetworkSep 2019 to Jun 2021
  9. Skagit County Hospital Dist 2Jul 2019 to Aug 2019
  10. Pacific Rim Orthopedic SurgeonsApr 2019 to Jun 2019
  11. University of Washington Medical CenterOct 2018 to Feb 2019
  12. University of WashingtonJun 2017 to Aug 2018
  13. Western Washington UniversitySep 2016 to Jun 2017
  14. Pacific Rim Orthopedic SurgeonsJun 2016 to Nov 2018

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (WA).

Truewealth Financial Partners

Legal name: Truewealth Financial Partners, LLC

$273.7MAssets managed
156Clients
5Advisers
5 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
7750412
Firm CRD
316079
Advisor's SEC record (opens in a new tab)
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