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DJ

Douglas A. Jampol

TRIPLE PINE WEALTH MANAGEMENT
AUSTIN, TX
CRD#: 6872153
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DJ
Douglas Alan JampolTRIPLE PINE WEALTH MANAGEMENT

Professional summary

Douglas Alan Jampol, CFP® is a registered financial advisor currently at TRIPLE PINE WEALTH MANAGEMENT LLC located in Austin, Texas.

Douglas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Douglas has worked at 2 firms and has passed the Series 66, SIE and Series 7 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 Douglas Alan Jampol'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®
CFP®

Certified Financial Planner

Experience

Current

June 15, 2026 - Present

TRIPLE PINE WEALTH MANAGEMENT LLC

RIA
CRD#: 336848
AUSTIN, TX
Past

May 11, 2018 - June 14, 2025

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Austin, TX
Past

March 30, 2018 - June 14, 2025

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Austin, TX

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
Texas
(6/15/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/11/2018
Uniform Combined 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: 3/30/2018
General Securities Representative Examination

Current Firm

TP
TRIPLE PINE WEALTH MANAGEMENT LLC
TRIPLE PINE WEALTH MANAGEMENT LLC

CRD#: 336848 / SEC#:

Texas
Registered Investment Advisory firm - (6/15/2026 Approved)
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Contact information

Main Address
Austin, TX
Mailing Address
Phone number
(704) 839-9240
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

TRIPLE PINE WEALTH MANAGEMENT LLC

CRD#: 336848Austin, TX

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