Jamar
Anderson

Triumph Capital Management

CRD#6405623
Investment Advisor
in Denver, CO

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About this Advisor

Jamar Anderson is a financial advisor based in Denver, Colorado, working with Triumph Capital Management. Jamar has previously held positions at T.Rowe Price, Job Store Staffing/Municipal Courthouse, University Of Colorado Colorado Springs, Usaa Financial Planning Services, City Of Colorado Springs, Charles Schwab & Co., Inc, Summit Wealth Group, Commonwealth Financial Network, and Triumph Capital Management. Jamar has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Colorado. Currently, Jamar is part of Triumph Capital Management, which operates out of Denver, Colorado. The firm has 2 offices and 18 employees. The firm manages assets totaling $421.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Triumph Capital Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1610 Wynkoop Street, Suite 550
Denver, CO 80202

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Triumph Capital Management Brokerage Details

Total Assets Under Management

$421,132,382

CO Average: $2,349,664,866
Total Number of Employees

18

CO Average: 28
Total Number of Accounts

3,443

CO Average: 1,101
Average Account Size

$122,316

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Jamar Anderson Work History

2024 - Present (0 year)

Triumph Capital Management

2020 - Present (4 years)

Summit Wealth Group

2020 - Present (4 years)

Commonwealth Financial Network

2019 - 2020 (1 year)

Charles Schwab & Co., Inc

2017 - 2019 (2 years)

Usaa Financial Planning Services

2017 - 2018 (1 year)

City Of Colorado Springs

2016 - 2017 (1 year)

T.Rowe Price

2015 - 2016 (1 year)

Job Store Staffing/Municipal Courthouse

2011 - 2015 (4 years)

University Of Colorado Colorado Springs

Disclosures

Please visit the SEC profile of Jamar Anderson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Triumph Capital Management

Daniel Mayer
Denver, CO
Edward Hable
Denver, CO
Christopher Nani
Denver, CO
Timothy Waters
Denver, CO
Ryan Cook
Denver, CO
Brandon Drespling
Denver, CO
Cory Robinson
Denver, CO
James Peters
Denver, CO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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