Chandler, AZ Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$430,528,347
ClientsTotal clients
315
AdvisorsAdvisors at this office
2
Of 3 advisors across 2 offices
Location
1490 S Price Road, Ste 218
Chandler AZ 85286
Advisors at this office
2
Advisors at this office
Jameson Z
Series 65
Chandler, AZ
Templeton Financial Services Inc.
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.
Joshua J
Series 65
Chandler, AZ
Templeton Financial Services Inc.
Joshua Johnson is a Series 65–licensed advisor with Templeton Financial Services Inc. in Chandler, AZ, where he has worked since 2018. He has four years of industry experience and previously spent ten years at Campus Crusade For Christ. Templeton Financial Services primarily serves high-net-worth individuals and institutional clients, focusing on discretionary portfolio management with an emphasis on income-producing fixed-income investments. The firm employs a conservative, income-oriented approach tailored to client objectives and risk tolerance, and is notable for its transparency regarding third-party ratings, performance figures, and operational policies.
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