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 practice that also offers financial planning services. The business is owned by Jamie Townsend and bills clients on an hourly basis rather than charging asset-based advisory fees. The firm is classified as unclassified in available data, does not identify as a capital allocator, and is not flagged as an active ESG investor or a multi-state adviser. Its primary business activity is legal services, with financial planning listed as an advisory offering alongside the law practice.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

ESCONDIDO, CA

SAN DIEGO

Location

ESCONDIDO, CA

Headquartered in ESCONDIDO, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
249 E 4th Ave
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth