Jamin Watson Cfp®, Chfc®
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Jamin Watson Cfp®, Chfc® Email & Phone Number

Financial Advisor at Vanguard
Location: Charlotte Metro, United States 6 work roles 3 schools
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Vanguard
Role
Financial Advisor
Location
Charlotte Metro, United States
Company size
25515 employees

Who is Jamin Watson Cfp®, Chfc®? Overview

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Quick answer

Jamin Watson Cfp®, Chfc® is listed as Financial Advisor at Vanguard, a with 25515 employees, based in Charlotte Metro, United States. AeroLeads shows a matched LinkedIn profile for Jamin Watson Cfp®, Chfc®.

Jamin Watson Cfp®, Chfc® previously worked as Advisory Consultant at Tiaa and Client Relationship Manager at Tiaa. Jamin Watson Cfp®, Chfc® holds Chartered Financial Consultant® from The American College Of Financial Services.

Company email context

Email format at Vanguard

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Vanguard

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Profile bio

About Jamin Watson Cfp®, Chfc®

I’m an Advisory Consultant at TIAA with 19 years of experience in financial services. I love having the opportunity at TIAA to help clients from all walks of life understand and simplify their financial journey. This passion to help clients comes from my love for personal finance. Before my career in financial services, I earned my bachelor’s degree in Finance from the University of North Carolina at Charlotte.I currently reside just outside of Charlotte, North Carolina with my wife, Mercedes and our daughter, Ava. In my free time I enjoy travel, gardening, playing soccer and taking long walks at local parks with our terrier mix rescue dog. Along with time with my family and our dog, I regularly volunteer with Samaritan Feet to provide shoes to children around the world. I also support Bridge to India which provides children in Telangana, India the opportunity to receive an education.CA License# 0F82474AR License# 9556029

Current workplace

Jamin Watson Cfp®, Chfc®'s current company

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Vanguard
Vanguard
Financial Advisor
Charlotte, NC, US
Website
vanguard.com
Employees
25515
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Company profile
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6 roles

Jamin Watson Cfp®, Chfc® work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Vanguard

Charlotte, Nc, Us

Advisory Consultant

Current
Tiaa

My team and I work with clients to build financial plans aligned with their needs, wants, and wishes. Wherever you are in life, and whatever your goals, we can help with a range of services, from do-it-yourself online investing to full-service financial advice. No matter where you are in your financial journey, we provide flexible access to personalized advice when, where and how you want it.

Jun 2021 - Present

Client Relationship Manager

Tiaa

Charlotte, North Carolina, United States

Jun 2013 - May 2021

Wealth Management Consultant

Tiaa

Charlotte, North Carolina, United States

Feb 2011 - May 2013

Individual Consultant

Tiaa

Charlotte, North Carolina, United States

Jun 2006 - Feb 2011

Wealth Management Intern

Tiaa

Charlotte, North Carolina, United States

Jul 2005 - Jun 2006
Team & coworkers

Colleagues at Vanguard

Other employees you can reach at vanguard.com. View company contacts for 25515 employees →

JD Jay Detwiler Jay Detwiler Colleague at VanguardDowningtown, Pennsylvania, United States View → DJ Dawer Jamshed Dawer Jamshed Colleague at VanguardPhiladelphia, Pennsylvania, United States View → KC Kathleen Conley Kathleen Conley Colleague at VanguardChandler, Arizona, United States View → HH Helen Ho, Cfp® Helen Ho, Cfp® Colleague at VanguardGreater Philadelphia, United States View → AP Aj Paulson Aj Paulson Colleague at VanguardMalvern, Pennsylvania, United States View → CC Carter Callahan Carter Callahan Colleague at VanguardGreater Philadelphia, United States View → MD Mariya Dmitriev, Cfa Mariya Dmitriev, Cfa Colleague at VanguardPhiladelphia, Pennsylvania, United States View → DP Danielle Preble Danielle Preble Colleague at VanguardCharlotte, North Carolina, United States View → AG Alexa Gimmelli Alexa Gimmelli Colleague at VanguardScottsdale, Arizona, United States View → BH Binh Hoang, Cfa Binh Hoang, Cfa Colleague at VanguardMelbourne, Victoria, Australia View →
3 education records

Jamin Watson Cfp®, Chfc® education

FAQ

Frequently asked questions about Jamin Watson Cfp®, Chfc®

Quick answers generated from the profile data available on this page.

What company does Jamin Watson Cfp®, Chfc® work for?

Jamin Watson Cfp®, Chfc® works for Vanguard.

What is Jamin Watson Cfp®, Chfc®'s role at Vanguard?

Jamin Watson Cfp®, Chfc® is listed as Financial Advisor at Vanguard.

Where is Jamin Watson Cfp®, Chfc® based?

Jamin Watson Cfp®, Chfc® is based in Charlotte Metro, United States while working with Vanguard.

What companies has Jamin Watson Cfp®, Chfc® worked for?

Jamin Watson Cfp®, Chfc® has worked for Vanguard and Tiaa.

Who are Jamin Watson Cfp®, Chfc®'s colleagues at Vanguard?

Jamin Watson Cfp®, Chfc®'s colleagues at Vanguard include Jay Detwiler, Dawer Jamshed, Kathleen Conley, Helen Ho, Cfp®, and Aj Paulson.

How can I contact Jamin Watson Cfp®, Chfc®?

You can use AeroLeads to view verified contact signals for Jamin Watson Cfp®, Chfc® at Vanguard, including work email, phone, and LinkedIn data when available.

What schools did Jamin Watson Cfp®, Chfc® attend?

Jamin Watson Cfp®, Chfc® holds Chartered Financial Consultant® from The American College Of Financial Services.

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