Jeremy E. Chaffin
Professional summary
Jeremy Elliott Chaffin, CFP® is a registered financial advisor currently at TELOS CAPITAL MANAGEMENT, INC. located in Westlake Village, California.
Jeremy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Jeremy has worked at 2 firms and has passed the Series 63, Series 7 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeremy Elliott Chaffin's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2013
Experience
January 30, 2014 - Present
TELOS CAPITAL MANAGEMENT, INC.
Office #1: 3625 E. Thousand Oaks Blvd. #165, Westlake Village, CA 91362July 8, 1997 - January 28, 2014
CHARLES SCHWAB & CO., INC.
July 16, 1996 - January 28, 2014
CHARLES SCHWAB & CO., INC.
Primary Firm SEC Registration
TELOS CAPITAL MANAGEMENT, INC.
CRD#: 149108 / SEC#: 801-69837
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/30/2014)
(2/12/2024)
(11/10/2016)
Exams
Series 8
Date: 6/16/1999
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
TELOS CAPITAL MANAGEMENT, INC.
CRD#: 149108 / SEC#: 801-69837
Contact information
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,322 |
| AUM (Assets Under Management) | $ 1,415,056,947 |
Red Flags
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