PROFESSIONAL PROFILE
Jeffrey G. Carlos, CIMA®, AAMS®
www.jeffcarlos.com
Professional Approach
Jeff’s more than decade of experience and passion for working through the complex wealth planning issues that business owners, executives and retirees face make him objectively positioned to help his clients pursue their financial and lifetime goals.
Jeff has earned the prestigious CIMA® (Certified Investment Management Analyst®) designation, the only credential in the U.S. to have met an international standard for personnel certification (ISO 17024) and earned accreditation by American National Standards Institute. The CIMA® is a designation for experienced financial professionals seeking competency as advanced investment counselors. The certification is awarded by the Investments & Wealth Institute™ formerly known as IMCA®, it is conferred only after individuals have met the requirements for experience and ethics and completed graduate level, investment-management coursework taught in conjunction with the Wharton School of Business at the University of Pennsylvania. Students are required to pass a rigorous exam and, once licensed, must agree to ongoing continuing education requirements and pledge to uphold the IMCA code of professional responsibility, performance reporting standards, and standards of practice.
Jeff is also an Accredited Asset Management Specialist, AAMS®, a professional designation awarded by the College for Financial Planning, to financial professionals who successfully complete a self-study program, pass an exam and agree to comply with a code of ethics.
Jeff was named a 2017, 2018, 2019, 2020, 2021, 2022, 2023 and 2024 Five-Star Wealth Manager by Five Star Professional and featured in San Diego Magazine.*
He also holds his FINRA Series 7, 66 and 24 securities registrations with LPL Financial and his Life Insurance license.
Jeff is a San Diego Native, and enjoys spending time with his wife and two boys at the beach, fishing, hiking and traveling. He is a former Chairman of the Alpine & Mountain Empire Chamber of Commerce and proud Board Member of the LightBridge Hospice Foundation and supports many other charitable causes.