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Jamie T

Series 65

Escondido, CA

Law Office of Jamie Townsend

Jamie Townsend is a financial advisor and attorney operating the Law Office of Jamie Townsend in Escondido, CA, with four years of advisory experience. He holds a Series 65 designation and previously worked at the Law Office of James E. Lund APC. Outside of advisory work, he teaches legal topics as an adjunct instructor for paralegal students at the University of San Diego and the University of California, San Diego, and occasionally performs as a professional musician. The Law Office of Jamie Townsend serves individuals planning or managing estates, fiduciaries, business owners, and corporate executives with services that include estate planning, wealth management advice, and retirement-plan consulting. The firm’s approach integrates legal and financial planning, focusing on legal-structure and asset-class guidance while using fundamental and technical analysis for portfolio design and tax-aware planning.

Business succession planning General estate planning guidance Founder/Business Owner Executive
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