Jamestowne Investments, LLC.

CONNECT

Address:

263 McLaws Circle, Suite 101
Williamsburg, VA 23185

Phone:

757-941-5150

Fax/Other:

757-299-3992

Our Firm

 

Jamestowne Investments, LLC is headquartered in Williamsburg, VA. With access to multiple investment product platforms and with world class research, we are able to offer clients a full service investment management relationship.    

We have been in the investment business and designated as a Certified Financial Manager since 2003. Our team takes great pride in helping individual investors, families, trusts and small businesses and corporations successfully achieve their financial goals. 

We are a full-service firm and we have partnered with two of the industry's best and most respected organizations - Prospera Financial and First Clearing, LLC.   

Through these partnerships, we are able to offer a wide range of financial products and services to investors of all size and experience levels. 

Please call us if you have any questions about our firm or the range of financial products and services we provide. A list of some of the products and services we provide are as follows:

 

Investment Services:

    General Securities, ETF's, and Mutual Funds

    Institutional Execution

    Registered Investment Advisory

    Alternative Investments
 

Planning:

    Retirement

    Educational

    Financial / Income

    Estate
 

Risk Management:

    Life Insurance

    Annuities

    Long-term Care Insurance

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck