Jamar A. Washington

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CRD#: 4136286

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jamar A Washington, who also goes by Ja'mar A. Washington, Jamar Washington, Ja'mar Washington, Jamar Amahn Washington, Jay Washington, was a registered financial professional .

Jamar is a previously registered financial professional and started their career in finance in 2000. Jamar had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Ja'mar A. Washington | Jamar Washington | Ja'mar Washington | Jamar Amahn Washington | Jay Washington

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.

1.)Junior Achievement of Delaware; No; 522 S. Walnut Street, Wilmington, DE; As a volunteer, I will help JA facilitate classroom programs aimed at helping school-age students gain a better understanding of finances and financial literacy; Member, Young Professionals Board/Volunteer; 11/01/2020; 5-10 hrs/mo; 0hrs/mo; Volunteer, Member of Young Professionals Board. 2.) The Darrelle Revis Foundation; No; 950 S. Pine Rd A-150, Plantation, FL; Addressing childhood hunger, promoting an active and healthy lifestyle; Board of Directors Member; 01/25/2021; 5hrs/mo; 0hrs/mo; Assisting the foundation with its program development and fundraising strategy. 3.) Genesis Collective; Not investment related; POBOX 1131 Aliquippa, PA15001; Board of Directors; 11/1/2022 ; 5 hour per month; 0 hours per month during trading hours; help guide direction of organization. 4.) Jamaur Law Foundation; Not investment related; 1282 Smallwood Dr W PMB 140 Waldorf, MD 20603 Board of Directors; 10/1/2022 ; 5 hour per month; 0 hours per month during trading hours; help guide direction of organization.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

February 29, 2024 - March 21, 2025

LEAFHOUSE FINANCIAL ADVISORS, LLC

RIA

CRD#: 149694

AUSTIN, TX

Past

December 22, 2023 - January 31, 2024

VOYA RETIREMENT ADVISORS, LLC

RIA

CRD#: 3989

Wilmington, DE

Past

October 7, 2020 - January 31, 2024

VOYA FINANCIAL PARTNERS, LLC

CRD#: 34815

WINDSOR, CT

Past

July 19, 2016 - February 26, 2019

ONEAMERICA SECURITIES, INC.

RIA

CRD#: 4173

INDIANAPOLIS, IN

Past

July 19, 2016 - February 26, 2019

ONEAMERICA SECURITIES, INC.

CRD#: 4173

INDIANAPOLIS, IN

Past

July 12, 2002 - October 13, 2014

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

WASHINGTON, DC

Past

November 30, 2001 - April 24, 2002

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

November 30, 2001 - April 24, 2002

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

April 7, 2000 - October 3, 2001

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

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".

LEAFHOUSE FINANCIAL ADVISORS, LLC

LEAFHOUSE CAPITAL ADVISORS, LLC | LEAFHOUSE FINANCIAL ADVISORS, LLC

CRD#: 149694 / SEC#: 801-78809

RIA

Registered Investment Advisory firm - (11/18/2013 Approved)

Texas

Registered Investment Advisory firm - (12/20/2013 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.

Visual representation of state registrations

This advisor is not registered in any state.

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

IAR

Series 65

Date: 12/22/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/12/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/18/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/5/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

LEAFHOUSE FINANCIAL ADVISORS, LLC

LEAFHOUSE CAPITAL ADVISORS, LLC | LEAFHOUSE FINANCIAL ADVISORS, LLC

CRD#: 149694 / SEC#: 801-78809

RIA

Registered Investment Advisory firm - (11/18/2013 Approved)

Texas

Registered Investment Advisory firm - (12/20/2013 Terminated)

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Contact information

Main Address

6300 Bridgepoint Parkway Building 1, Suite 300, Austin, TX 78730

Mailing Address

Phone number

(512) 879-1505

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (48 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LEAFHOUSE - ADV 2A (7/7/2025)

Regulatory assets under management

Total Number of Accounts	3,859
AUM (Assets Under Management)	$ 20,715,751,858

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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Advisor Monitoring

Firm Stability Insights

Jamar A. Washington

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

VOYA RETIREMENT ADVISORS, LLC

VOYA FINANCIAL PARTNERS, LLC

ONEAMERICA SECURITIES, INC.

ONEAMERICA SECURITIES, INC.

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

LEAFHOUSE FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/22/2023

Series 63

Date: 4/12/2000

SIE

Date: 10/1/2018

Series 7

Date: 12/18/2001

Series 6

Date: 4/5/2000

Current Firm

LEAFHOUSE FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (48 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LEAFHOUSE FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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