LAW Office of Jamie Townsend

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Escondido, California
CRD number
317343
Fee structure
Hourly Charges
Services
Financial Planning

Firm profile

FINTRX

Overview

LAW Office Of Jamie Townsend is a sole proprietorship law firm that also offers financial planning services. The practice is owned by an individual — Jamie Townsend — and bills clients on an hourly basis rather than on an assets-under-management fee schedule. The firm is not positioned as a multi-state adviser, does not identify as an active ESG investor, and is not described as a pension consultant or capital allocator. Its advisory activity appears limited to financial planning delivered alongside traditional law firm work.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Jamie Townsend

    Financial AdvisorCRD 7609268

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Escondido, CA

San Diego

Location

Escondido, CA

Headquartered in Escondido, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.

Metro area
San Diego-Chula Vista-Carlsbad, CA
Region
West
County
San Diego
Address
249 E 4th Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth