Theodora
Jamison
Change Global Investment, LLC
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About this Advisor
Theodora Jamison is a chartered financial analyst based out of Camas, Washington with 10 years of relevant experience. Jamison is an employee of Change Global Investment, LLC. They have been with Change Global Investment, Llc for the entirety of their career. Jamison has Series 63 and Series 66 licenses, designating them as a securities broker, and is able to operate in Washington. Change Global Investment, LLC is a business based in Camas, WA. It administers $203 million in total assets among its six customer accounts, placing it among the mid-sized firms in the country by assets under management. Change Global Investment, LLC provides a set of services, such as portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fee types charged by Change Global Investment, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Change Global Investment, LLC Brokerage Details
$203,000,000
9
6
$33,833,333
Investment Advisory Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Theodora Jamison Work History
Theodora has been registered as a financial advisor for 10 years.*
Change Global Investment, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Theodora Jamison 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 Change Global Investment, LLC
Camas, WA
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