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JA

Jamar J. Anderson

TRIUMPH CAPITAL MANAGEMENT
Denver, CO 80202
Some features on this profile are disabled
CRD#: 6405623
JA

Professional summary

Jamar Joseph Anderson is a registered financial advisor currently at TRIUMPH CAPITAL MANAGEMENT located in Denver, Colorado.

Jamar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jamar has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Jamar Joseph Anderson's CRS (Customer Relationship Summary).
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

January 25, 2024 - Present

TRIUMPH CAPITAL MANAGEMENT

Office #1: 1610 Wynkoop Street, Suite 550, Denver, CO 80202
RIA
CRD#: 282814
Denver, CO
Past

June 1, 2020 - January 16, 2024

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
LAKEWOOD, CO
Past

June 1, 2020 - January 16, 2024

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
LAKEWOOD, CO
Past

July 10, 2019 - March 31, 2020

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Lone Tree, CO
Past

July 10, 2019 - March 31, 2020

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Lone Tree, CO
Past

January 8, 2018 - June 3, 2019

USAA INVESTMENT SERVICES COMPANY

RIA
CRD#: 5475
SAN ANTONIO, TX
Past

August 25, 2017 - January 8, 2018

USAA FINANCIAL PLANNING SERVICES

RIA
CRD#: 106352
COLORADO SPRINGS, CO
Past

March 16, 2017 - June 3, 2019

USAA FINANCIAL ADVISORS, INC.

BD
CRD#: 129035
COLORADO SPRINGS, CO
Past

May 3, 2016 - February 3, 2017

T. ROWE PRICE INVESTMENT SERVICES, INC.

BD
CRD#: 8348
COLORADO SPRINGS, CO

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".
TC
TRIUMPH CAPITAL MANAGEMENT
TRIUMPH CAPITAL | TRIUMPH CAPITAL MANAGEMENT

CRD#: 282814 / SEC#: 801-107312

RIA
Registered Investment Advisory firm - (2/18/2016 Approved)

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
Colorado
(1/25/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/23/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/12/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/10/2017
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/3/2016
Investment Company Products/Variable Contracts Representative Examination

Current Firm

TC
TRIUMPH CAPITAL MANAGEMENT
TRIUMPH CAPITAL | TRIUMPH CAPITAL MANAGEMENT

CRD#: 282814 / SEC#: 801-107312

RIA
Registered Investment Advisory firm - (2/18/2016 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1610 Wynkoop Street, Suite 550, Denver, CO 80202
Mailing Address
Phone number
(720) 399-5555
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (30 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TRIUMPH CAPITAL MANAGEMENT ADV PART 2A BROCHURE (3/6/2026)
TRIUMPH CAPITAL MANAGEMENT WRAP FEE BROCHURE (3/6/2026)

Regulatory assets under management

Total Number of Accounts3,605
AUM (Assets Under Management)$ 529,969,949

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.

Company Information

TRIUMPH CAPITAL MANAGEMENT

CRD#: 282814Denver, CO 80202

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