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Empowering Entrepreneurs. Please see video here: https://www.wevideo.com/view/1801278985See my Investment Guide in the link.The goal of our business is to provide financial planning and advice free of conflicts of interest. Heavily influenced by probabilistic mathematics and "The Intelligent Investor" (Ben Graham)"Spending time wisely creates relationships and spending money wisely creates money." The goal of a financial advisor is to allow clients to enrich both of these areas.“I left art school. I was so angry. I thought they only worked for money. Art was only an excuse. Art was not the real end. So I left.” ~ Sun XunArt, Golf, Tennis, Basketball, Surfing, Guitar, Writing, and Reading are my pasttimes.* Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
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Portfolio ManagerHigh Flows Capital May 2024 - PresentMiami-Fort Lauderdale Area -
Portfolio ManagerHigh Flows Capital May 2024 - PresentCharleston, South Carolina Metropolitan Area
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Portfolio ManagerHigh Flows Capital Oct 2017 - PresentLa Jolla, CaliforniaRegistered Independent RIA, Fiduciary. Provide Financial advice and asset management.
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ChairmanHigh Flows Foundation Aug 2022 - PresentSan Diego, California, United StatesProvide resources to people suffering from mental health maladies as well as underprivileged youth and animals. -
Managing PartnerCapital Management Group Partners Oct 2019 - PresentInvest Private Wealth for Enhanced Risk Adjusted Returns. Acquired and Managed a portfolio of direct Real Estate Investments.Coordinated directly with Limited Partners -
Private Client AdvisorMerrill Lynch Wealth Management, Bank Of America Corporation Sep 2016 - Oct 2017Part of a team managing $600 Million. I was responsible for reviewing Suitable Alternative Investments. Completed CFA Level 1 exam -
Team Sales LeadNew York Life & Mainstay Investments Oct 2013 - Sep 2016Greater San Diego AreaAdvised clients on investments and comprehensive financial plans. Obtained CFP designation -
Founder/President Golf ClubUniversity Of South Carolina Jan 2009 - Jun 2011Columbia, South Carolina AreaWe began the club with 5 members at a public course playing once per week. After the first semester, I pitched 14 country clubs on student memberships, and we negotiated a membership to a private country club that tripled club participation. After the club's second year, we had 25 paying members and we had two country clubs offering club members reduced private membership rates. The same year, we went to the national championship and placed 13th at Firestone Country Club. Today, the club is a top 3 club on USC campus and has over 70 participants.
Jamie Esler, Cfp®, Cfa Skills
Jamie Esler, Cfp®, Cfa Education Details
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Machine Learning -
Accounting And Finance
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Data Technology
Frequently Asked Questions about Jamie Esler, Cfp®, Cfa
What company does Jamie Esler, Cfp®, Cfa work for?
Jamie Esler, Cfp®, Cfa works for High Flows Capital
What is Jamie Esler, Cfp®, Cfa's role at the current company?
Jamie Esler, Cfp®, Cfa's current role is Founder, CIO.
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What schools did Jamie Esler, Cfp®, Cfa attend?
Jamie Esler, Cfp®, Cfa attended Stanford University, The American College Of Financial Services, University Of South Carolina, The Johns Hopkins University.
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Jamie Esler, Cfp®, Cfa has interest in Social Services.
What skills is Jamie Esler, Cfp®, Cfa known for?
Jamie Esler, Cfp®, Cfa has skills like Investments.
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