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Theodora Petkova Jamison

CHANGE GLOBAL INVESTMENT, LLC·CAMAS, Washington
Series 7, Series 63, Series 66Clean record26 years registeredCHANGE GLOBAL INVESTMENT, LLC
416 NE DALLAS STREET, CAMAS, WA 98607CRD# 4034136Firm CRD# 167844

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Theodora Petkova Jamison · CAMAS, WA
Registration
CRD #4034136 · CHANGE GLOBAL INVESTMENT, LLC · 26 years registered
Brand Profile
Not yet started
01

Career History

CHANGE GLOBAL INVESTMENT, LLC
Sep 2013 – present
NICHOLAS-APPLEGATE CAPITAL MANAGEMENT LLC
Mar 2000 – Aug 2002
SAN DIEGO, CA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 66
Registration record
First registered · March 27, 2000
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CHANGE GLOBAL INVESTMENT, LLC
CRD 167844 · SEC 801-110769
AUM
$208M
Regulatory assets under management
Employees
9
6 client accounts
Services offered by CHANGE GLOBAL INVESTMENT, LLC
Per Form ADV
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at CHANGE GLOBAL INVESTMENT, LLC →
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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.
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