Jamin Watson Cfp®, Chfc®

Jamin Watson Cfp®, Chfc® Email and Phone Number

Financial Advisor @ Vanguard
Charlotte, NC, US
Jamin Watson Cfp®, Chfc®'s Location
Charlotte Metro, United States
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

Jamin Watson Cfp®, Chfc®'s Current Company Details
Vanguard

Vanguard

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Financial Advisor
Charlotte, NC, US
Website:
vanguard.com
Employees:
25515
Jamin Watson Cfp®, Chfc® Work Experience Details
  • Vanguard
    Financial Advisor
    Vanguard
    Charlotte, Nc, Us
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  • Tiaa
    Advisory Consultant
    Tiaa Jun 2021 - Present
    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.
    View
  • Tiaa
    Client Relationship Manager
    Tiaa Jun 2013 - May 2021
    Charlotte, North Carolina, United States
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  • Tiaa
    Wealth Management Consultant
    Tiaa Feb 2011 - May 2013
    Charlotte, North Carolina, United States
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  • Tiaa
    Individual Consultant
    Tiaa Jun 2006 - Feb 2011
    Charlotte, North Carolina, United States
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  • Tiaa
    Wealth Management Intern
    Tiaa Jul 2005 - Jun 2006
    Charlotte, North Carolina, United States
    View

Jamin Watson Cfp®, Chfc® Education Details

Frequently Asked Questions about Jamin Watson Cfp®, Chfc®

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 the current company?

Jamin Watson Cfp®, Chfc®'s current role is Financial Advisor.

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

Jamin Watson Cfp®, Chfc® attended The American College Of Financial Services, University Of North Carolina At Charlotte, Kaplan University.

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

Jamin Watson Cfp®, Chfc®'s colleagues are Darius Tillman, Zhuan C., Erik Zalinov, Michele Saunders, Tarun Ayiluri, Patrick Kerwin, Cfp®, Ctfa, Wmcp®, Chris Filice.

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