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Detailed Report
JAMAR JOSEPH ANDERSON
CRD#: 6405623
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Investment Adviser
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Previous Broker
TRIUMPH CAPITAL MANAGEMENTCRD#: 282814 1610 WYNKOOP STREET, SUITE 550
DENVER, CO 80202
Registration History
201620172018201920202021202220232024202520262 FIRMS2019 - 2020 (<1 year)2 FIRMS2020 - 2024 (3 years)IATRIUMPH CAPITAL MANAGEMENT (CRD# 282814)2024 - Present (1 year)BUSAA FINANCIAL ADVISORS, INC. (CRD# 129035)2017 - 2019 (2 years)BT. ROWE PRICE INVESTMENT SERVI... (CRD# 8348)2016 - 2017 (<1 year)IAUSAA INVESTMENT MANAGEMENT COMPANY (CRD# 5475)2018 - 2019 (1 year)IAUSAA FINANCIAL PLANNING SERVICES (CRD# 106352)2017 - 2018 (<1 year)
License(s)

State Registrations

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Colorado 1/25/2024
Current Registration(s)
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TRIUMPH CAPITAL MANAGEMENT (CRD#:282814)
1610 WYNKOOP STREET, SUITE 550, DENVER, CO 80202
Registered with this firm since 1/25/2024
Previous Registration(s)
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 06/01/2020 - 01/16/2024 COMMONWEALTH FINANCIAL NETWORK (CRD#:8032) LAKEWOOD, CO
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 06/01/2020 - 01/16/2024 COMMONWEALTH FINANCIAL NETWORK (CRD#:8032) LAKEWOOD, CO
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 07/10/2019 - 03/31/2020 CHARLES SCHWAB & CO., INC. (CRD#:5393) Lone Tree, CO
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 07/10/2019 - 03/31/2020 CHARLES SCHWAB & CO., INC. (CRD#:5393) Lone Tree, CO
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 01/08/2018 - 06/03/2019 USAA INVESTMENT MANAGEMENT COMPANY (CRD#:5475) SAN ANTONIO, TX
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 03/16/2017 - 06/03/2019 USAA FINANCIAL ADVISORS, INC. (CRD#:129035) COLORADO SPRINGS, CO
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 08/25/2017 - 01/08/2018 USAA FINANCIAL PLANNING SERVICES (CRD#:106352) COLORADO SPRINGS, CO
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 05/03/2016 - 02/03/2017 T. ROWE PRICE INVESTMENT SERVICES, INC. (CRD#:8348) COLORADO SPRINGS, CO
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.