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RIA / WealthAdvisor10 years in industry

JAMAR JOSEPH ANDERSON

Advisor at TRIUMPH CAPITAL MANAGEMENT

DENVER, CO

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Search this name across graphsid dfx:ria:a3de3b3a-a12b-3b66-2dfc-fe1a2308c19f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Aug 25, 2017 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TRIUMPH CAPITAL MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: May 12, 2016
First registration: Aug 25, 2017
Dual registered: no
IAPD individual key: 6405623

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TRIUMPH CAPITAL MANAGEMENT	Independent wealth	Jan 25, 2024	n/a	yes	DENVER, CO	Current employment
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Jun 1, 2020	Jan 16, 2024	no	LAKEWOOD, CO	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jul 10, 2019	Mar 31, 2020	no	Lone Tree, CO	Previous registration
USAA INVESTMENT SERVICES COMPANY	No RAUM reported	Jan 8, 2018	Jun 3, 2019	no	SAN ANTONIO, TX	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Aug 25, 2017	Jan 8, 2018	no	COLORADO SPRINGS, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
COMMONWEALTH FINANCIAL NETWORK	TRIUMPH CAPITAL MANAGEMENT	Jan 16, 2024	Jan 25, 2024	9	Firm change	Ibd to RIA
CHARLES SCHWAB & CO., INC.	COMMONWEALTH FINANCIAL NETWORK	Mar 31, 2020	Jun 1, 2020	62	Firm change	Ibd to ibd
USAA INVESTMENT SERVICES COMPANY	CHARLES SCHWAB & CO., INC.	Jun 3, 2019	Jul 10, 2019	37	Firm change	Ibd to ibd
USAA FINANCIAL PLANNING SERVICES	USAA INVESTMENT SERVICES COMPANY	Jan 8, 2018	Jan 8, 2018	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
5475:5393:TX:2019-06-03	Jun 3, 2019	Jul 10, 2019	SAN ANTONIO, TX	Firm change

Relationships

Registered with (5)

→ TRIUMPH CAPITAL MANAGEMENTRegistered adviserregistration: current employment
Jan 25, 2024 to presentfactForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Jun 1, 2020 to Jan 16, 2024factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jul 10, 2019 to Mar 31, 2020factForm ADV
→ USAA INVESTMENT SERVICES COMPANYRegistered adviserregistration: previous registration
Jan 8, 2018 to Jun 3, 2019factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Aug 25, 2017 to Jan 8, 2018factForm ADV

Dated events

Occurred
Jan 16, 2024
Advisor changed firm
Jamar Joseph Anderson left Commonwealth Financial Network for Triumph Capital Management (registered 2024-01-25)
Form ADVobserved 3 days ago