Jamar
Washington
Leafhouse Financial Advisors, LLC
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About this Advisor
Jamar Washington is a financial advisor based in Austin, Texas, working with Leafhouse Financial Advisors, LLC. Jamar has previously held positions at Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, Oneamerica Securities, Prm Consulting Group, American United Life, Dietrich Annuity, Voya Financial Partners, LLC, Leafhouse Financial Advisors, and Voya. Jamar has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Jamar is part of Leafhouse Financial Advisors, LLC, which operates out of Austin, Texas. The firm has 25 employees and manages assets totaling $17.0 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Leafhouse Financial Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Leafhouse Financial Advisors, LLC Brokerage Details
$17,004,947,985
25
3,243
$5,243,586
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jamar Washington Work History
Leafhouse Financial Advisors
Voya Financial Partners, LLC
Voya
Dietrich Annuity
Oneamerica Securities
American United Life
Prm Consulting Group
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
Disclosures
Please visit the SEC profile of Jamar Washington 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 Leafhouse Financial Advisors, LLC
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
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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