Claim Profile
TJ

Theodora Petkova Jamison

CHANGE GLOBAL INVESTMENT, LLC·CAMAS, Washington
Unclaimed Profile
416 NE DALLAS STREET, CAMAS, WA 98607CRD# 4034136Firm CRD# 167844
01

About

Theodora Petkova Jamison is a registered financial advisor based in CAMAS, Washington, affiliated with CHANGE GLOBAL INVESTMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CHANGE GLOBAL INVESTMENT, LLC
CHANGE GLOBAL INVESTMENT, LLC
AUM
$208M
Regulatory assets under management
Employees
9
Total firm employees
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4034136
Firm CRD# 167844
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CAMAS?

Browse all registered financial advisors in CAMAS, Washington or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Theodora Petkova Jamison offer?
Theodora Petkova Jamison specializes in Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in CAMAS, Washington for a consultation.
What are Theodora Petkova Jamison's credentials?
Theodora Petkova Jamison is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Theodora Petkova Jamison located?
Theodora Petkova Jamison is based in CAMAS, Washington, working with CHANGE GLOBAL INVESTMENT, LLC. Their office serves clients in the CAMAS metropolitan area and surrounding communities.
How does Theodora Petkova Jamison charge for services?
Theodora Petkova Jamison's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHANGE GLOBAL INVESTMENT, LLC?
CHANGE GLOBAL INVESTMENT, LLC has approximately 9 employees and manages $208M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty