Tamara L. Jemison
Professional summary
Tamara L Jemison, who also goes by Tamara L Fales, Tamara L Nash, is a registered financial advisor currently at CPS INVESTMENT ADVISORS located in Lakeland, Florida.
Tamara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Tamara has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Tamara L Jemison's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 20, 2018 - Present
CPS INVESTMENT ADVISORS
Office #1: 205 East Orange Street #310, Lakeland, FL 33801-4611January 8, 2018 - February 27, 2018
USAA INVESTMENT SERVICES COMPANY
October 29, 2015 - January 8, 2018
USAA FINANCIAL PLANNING SERVICES
July 9, 2013 - February 21, 2018
USAA FINANCIAL ADVISORS, INC.
Primary Firm SEC Registration
CPS INVESTMENT ADVISORS
CRD#: 104914 / SEC#: 801-35294
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/20/2018)
Exams
Current Firm
CPS INVESTMENT ADVISORS
CRD#: 104914 / SEC#: 801-35294
Contact information
SEC notice filing (25 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7,030 |
| AUM (Assets Under Management) | $ 2,656,293,459 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/08/2025 | ||
| 11/01/2023 | ||
| 01/19/2023 |
Red Flags
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