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
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:
General Securities, ETF's, and Mutual Funds
Registered Investment Advisory
Financial / Income
Long-term Care Insurance
|Firm Start Year:||2009|
|Name of Broker/Dealer:||Prospera Financial LLC|
|Name of Custodial Firm:||WFCS|
|States Licensed in:||
DC, FL, GA, IL, KY, MD, MA, NJ, NY, NC, OH, OR, |
PA, TX, VA
|Number of Years with Current Firm:||11|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Life , Long Term Care , Variable Annuity , Variable Life , Annuity|
|Financial Organization Memberships:||Financial Planning Association (FPA)|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Security and Advisory Services offered through Prospera Financial,LLC. Member SIPC/FINRA.
Clayton has been a registered financial adviser since 2003. He has earned the Accredited Asset Management Certificate (AAMS) and the Certified Financial Manager Certificate (CFM) from the College of Financial Planning. Clayton graduated from Hampden-Sydney College with a Bachelor of Science degree in Mathematical Economics. There he earned membership into the Omicron Delta Kappa honors and leadership Society, served as captain of the football team and served as president of his Fraternity - The Kappa Alpha Order. Clayton holds his Series 7, 66, 35 and health, life and annuity licenses. His primary focus is working with families, small business owners, and private endowments and trusts to ensure investment assets are fully diversified, have core asset allocation principals, generate income, and have the protection characteristics needed to provide both growth and longevity.
Clayton actively participates as an instructor in multiple area adult education and life-long learning programs. He is presently a course instructor at The College of William & Mary through the Christopher Wren Society and with Rappahannock Community College's Life Long Learning program.
|New Point||Newport News|
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|
5 time winner