Theodora P. Jamison

CHANGE GLOBAL INVESTMENT

Camas, WA 98607

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CRD#: 4034136

Professional summary

Theodora Petkova Jamison, who also goes by Theodora Petrova Jamison, Theodora Petkova Maradjieva, is a registered financial advisor currently at CHANGE GLOBAL INVESTMENT, LLC located in Camas, Washington.

Theodora is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Theodora has worked at 5 firms and has passed the Series 63, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Theodora Petrova Jamison | Theodora Petkova Maradjieva

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Theodora Petkova Jamison's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 11, 2013 - Present

CHANGE GLOBAL INVESTMENT, LLC

Office #1: 416 Ne Dallas Street Suite 202, Camas, WA 98607

RIA

CRD#: 167844

Camas, WA

Past

April 2, 2007 - August 27, 2008

MORGAN STANLEY & CO. LLC

CRD#: 8209

PORTLAND, OR

Past

February 28, 2005 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

PORTLAND, OR

Past

March 27, 2000 - August 30, 2002

NICHOLAS-APPLEGATE CAPITAL MANAGEMENT LLC

RIA

CRD#: 104606

SAN DIEGO, CA

Past

January 27, 2000 - August 30, 2002

NICHOLAS-APPLEGATE SECURITIES LLC

CRD#: 31205

SAN DIEGO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CHANGE GLOBAL INVESTMENT, LLC

CRD#: 167844 / SEC#: 801-110769

RIA

Registered Investment Advisory firm - (7/10/2017 Approved)

Washington

Registered Investment Advisory firm - (11/13/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Washington
(9/11/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 3/17/2005

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 3/22/2000

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 1/26/2000

General Securities Representative Examination

Current Firm

CHANGE GLOBAL INVESTMENT, LLC

CRD#: 167844 / SEC#: 801-110769

RIA

Registered Investment Advisory firm - (7/10/2017 Approved)

Washington

Registered Investment Advisory firm - (11/13/2017 Terminated)

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Contact information

Main Address

416 Ne Dallas Street Suite 202, Camas, WA 98607

Mailing Address

Phone number

(360) 844-5826

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

ADV PART 2A (9/15/2025)

ADV PART 2B (3/28/2025)

Regulatory assets under management

Total Number of Accounts	5
AUM (Assets Under Management)	$ 200,600,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Theodora P. Jamison

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Theodora Petkova Jamison's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

NICHOLAS-APPLEGATE CAPITAL MANAGEMENT LLC

NICHOLAS-APPLEGATE SECURITIES LLC

Primary Firm SEC Registration

CHANGE GLOBAL INVESTMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/17/2005

Series 66

Date: 3/22/2000

Series 7

Date: 1/26/2000

Current Firm

CHANGE GLOBAL INVESTMENT, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CHANGE GLOBAL INVESTMENT, LLC

TRUST BUT VERIFY

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