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Jamie Lynn Noriega

Telos Capital Management, Inc.

San Diego, CA

CRD 8209262

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Employer firm

Telos Capital Management, Inc. CRD 149108

$1.63B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Telos Capital Management, Inc.

13480 Evening Creek Drive North Suite 250, San Diego, CA 92128-4310 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-03-09
  • CA RA
    APPROVED
    Since 2026-03-09

Branch Locations

13480 Evening Creek Drive North Suite 250, San Diego, CA 92128-4310 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Telos Capital Management, Inc. San Diego CA 05/2025 Present
Dolan Xitco San Diego CA 06/2022 05/2025
Stepstone Group La Jolla CA 01/2022 05/2022
Student San Marcos CA 09/2015 06/2022
  • 05/2025 → Present
    Telos Capital Management, Inc.
    San Diego, CA
  • 06/2022 → 05/2025
    Dolan Xitco
    San Diego, CA
  • 01/2022 → 05/2022
    Stepstone Group
    La Jolla, CA
  • 09/2015 → 06/2022
    Student
    San Marcos, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-09
  • S65 Uniform Investment Adviser Law Examination
    2026-03-09

View on SEC IAPD

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Nearby Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
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