Advisor at Templeton Financial Services Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Templeton Financial Services Inc.
Location
Chandler, AZ 85286
Credentials
Series 65
Industry experience
< 1 year
Jameson Zimmerman is a Series 65-registered advisor with Templeton Financial Services Inc. in Chandler, AZ. He has been with Templeton since 2024 and has prior work experience outside the financial industry, including at Sprout's Farmer's Market. Templeton Financial Services primarily serves high-net-worth individuals and institutional clients, focusing on discretionary portfolio management with an emphasis on income-producing investments. The firm employs a conservative, income-oriented investment approach tailored to client objectives and risk tolerance, and is notable for its transparency in referencing third-party ratings and publishing performance figures.
$250,000+: 0.35%
Account minimum: $2,000,000 Fee-only: Fee-only basis
1490 S Price Road, Ste 218
Chandler, AZ 85286
Arizona · California · Florida · Nevada
Templeton Financial Services
2024 - Present (2 years)
Unemployed
2023 - 2024 (1 year)
Sprout's Farmer's Market
2021 - 2023 (2 years)
Unemployed
2015 - 2021 (6 years)
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Trust company
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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I’m Paulo Lopes, an environmental attorney turned CERTIFIED FINANCIAL PLANNER® professional and the founder of Woodmont Financial Partners. Most people I work with are DIY investors, high earners, and business owners who want a clear plan and an objective second set of eyes, without commissions or an asset-based fee. You should not have to hand over your investments to get good advice. My work is tax-aware and practical. We focus on the decisions that move the needle, including multi-year tax planning, withholding and estimated tax planning, Roth conversion strategy, retirement and Social Security planning, and estate planning coordination (beneficiaries, trusts, and POAs, plus the questions to take to your attorney). On the investment side, I help clients build a long-term allocation, improve tax efficiency, and set a rebalancing approach they can actually follow. I also help clients think through small business and real estate decisions where taxes and cash flow matter. We start with a short intro call. If we decide to work together, I will outline the scope, deliverables, and the next step in plain English. Meetings are virtual, with in-person options when it makes sense. I’m based in Arizona and work with clients nationwide.
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