Jamie Lynn Noriega
Investment adviser representative at Telos Capital Management, Inc.
11 yearsExperience
1 stateRegistered in
$1.6BFirm assets
17 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 assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Telos Capital Management, Inc.May 2025 to now
- Dolan XitcoJun 2022 to May 2025
- Stepstone GroupJan 2022 to May 2022
- StudentSep 2015 to Jun 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Telos Capital Management, Inc.
$1.6BAssets managed
956Clients
13Advisers
17 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
- 8209262
- Firm CRD
- 149108