About
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Come join our team at HUB International, Retirement & Private Wealth! We are looking for an individual to help lead our efforts around our wealth…
Come join our team at HUB International, Retirement & Private Wealth! We are looking for an individual to help lead our efforts around our wealth…
Liked by Christopher Jamail, CFP®
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Last week Louis Perez and Javier Zamora Jr. Zamora, led an engaging session on Retirement Planning and FinPath at the FBISD Men's Health & Wellness…
Last week Louis Perez and Javier Zamora Jr. Zamora, led an engaging session on Retirement Planning and FinPath at the FBISD Men's Health & Wellness…
Liked by Christopher Jamail, CFP®
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Automate your finances to save time, reduce stress, and ensure you never miss a payment. Set it and forget it—your future self will thank you! - - -…
Automate your finances to save time, reduce stress, and ensure you never miss a payment. Set it and forget it—your future self will thank you! - - -…
Liked by Christopher Jamail, CFP®
Experience & Education
Licenses & Certifications
Volunteer Experience
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Boardmember
Jared Jamail Scholarship Memorial Fund
- Present 25 years 3 months
Social Services
To celebrate Jared’s life through scholarships to the young people of his hometown.
Jared’s death was a sudden, devastating shock for his family and friends. We, his family, didn’t want Jared’s memory to be about his death, but about his life. The Jared Jamail Memorial Fund was established to celebrate his life by helping others. As a result, family and friends of Jared have been able to help others by providing scholarships to graduating Crosby High School students. For those of you who…To celebrate Jared’s life through scholarships to the young people of his hometown.
Jared’s death was a sudden, devastating shock for his family and friends. We, his family, didn’t want Jared’s memory to be about his death, but about his life. The Jared Jamail Memorial Fund was established to celebrate his life by helping others. As a result, family and friends of Jared have been able to help others by providing scholarships to graduating Crosby High School students. For those of you who have helped us, a heartfelt thank you.
Honors & Awards
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2024 #32 Forbes Best-In-State Wealth Advisors
Forbes
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2023 #40 Forbes Best-In-State Wealth Advisor
Forbes
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2022 PLANADVISER Retirement PLANADVISER of the Year Award: Community Impact and Giving Back category
Plan Adviser Magazine
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2022 #27 Forbes Best-In-State Wealth Advisor
Forbes
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2021 Forbes #46 Best-In-State Wealth Advisors
Forbes
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2020 Financial Times 300 Top Registered Investment Advisers
Financial Times
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2020 Financial Times Top 401 Advisers List
Financial Times
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2019 Financial Times 300 Top Registered Investment Advisers
Financial Times
Organizations
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Foundation 99
Executive Director (Interim)
- Present
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My first board meeting at Pflugerville ISD… I’m going into year 19 as a school district superintendent. That’s approximately 228 regular board…
My first board meeting at Pflugerville ISD… I’m going into year 19 as a school district superintendent. That’s approximately 228 regular board…
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Team Duval is lucky to have a leader who cares about all the children and adults in the community!
Team Duval is lucky to have a leader who cares about all the children and adults in the community!
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Thank you to TheStreet for including my article as we try to help investors put into plain English what it means to be an #ERISA fiduciary. Check…
Thank you to TheStreet for including my article as we try to help investors put into plain English what it means to be an #ERISA fiduciary. Check…
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As educators prepare to do their own learning and prepare students for AI-embedded career futures, one of the biggest challenges is knowing where to…
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✨We’re very excited to announce Summer’s partnership with Hurley Medical Center!✨ Hurley aims to offer best-in-class employee benefits and this…
✨We’re very excited to announce Summer’s partnership with Hurley Medical Center!✨ Hurley aims to offer best-in-class employee benefits and this…
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🚀 **Embracing the Future: Integrating Generative AI in North Shore School District 112** 🚀 Read the full blog post to learn more about our…
🚀 **Embracing the Future: Integrating Generative AI in North Shore School District 112** 🚀 Read the full blog post to learn more about our…
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I am so proud of this exciting news! It is a dream come true for me to introduce Signal Wealth Advisors and the partnership with Burkholder Wealth…
I am so proud of this exciting news! It is a dream come true for me to introduce Signal Wealth Advisors and the partnership with Burkholder Wealth…
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Foundation 99 strives to stand with our educators beyond the classroom. Join our efforts: https://tcg.li/3X7ZNiA - - - #BuildingEconomicSecurity…
Foundation 99 strives to stand with our educators beyond the classroom. Join our efforts: https://tcg.li/3X7ZNiA - - - #BuildingEconomicSecurity…
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Did you know employees spend almost 20 business days annually distracted at work due to money concerns, costing employees thousands a year for time…
Did you know employees spend almost 20 business days annually distracted at work due to money concerns, costing employees thousands a year for time…
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Ready to take control of your retirement planning? Check out our latest blog post: "7 Retirement Terms You Need to Know" to get started on securing…
Ready to take control of your retirement planning? Check out our latest blog post: "7 Retirement Terms You Need to Know" to get started on securing…
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Shopping can be fun when you're looking for a good deal. Make an effort to avoid paying full price for items that may be on sale…
Shopping can be fun when you're looking for a good deal. Make an effort to avoid paying full price for items that may be on sale…
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Enjoyed connecting with our client superintendents and board members at the TASB SLI Conference in San Antonio! #hcdeserves #staffordmsd #newcaneyisd…
Enjoyed connecting with our client superintendents and board members at the TASB SLI Conference in San Antonio! #hcdeserves #staffordmsd #newcaneyisd…
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🚀 Exciting News! 🚀 I am thrilled to announce that I will be speaking at the upcoming Leadership for Flourishing Conference on 13-14 June 2024…
🚀 Exciting News! 🚀 I am thrilled to announce that I will be speaking at the upcoming Leadership for Flourishing Conference on 13-14 June 2024…
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I had the pleasure of speaking at the Financial Health Network’s #EMERGE24 Innovator Showcase about Summer: 1️⃣ State cuts to higher ed budgets…
I had the pleasure of speaking at the Financial Health Network’s #EMERGE24 Innovator Showcase about Summer: 1️⃣ State cuts to higher ed budgets…
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Today, we celebrate the remarkable legacy of President George H. W. Bush on what would have been his 100th birthday. “Public service is a noble…
Today, we celebrate the remarkable legacy of President George H. W. Bush on what would have been his 100th birthday. “Public service is a noble…
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It's been a whirlwind of speaking engagements over the past 6 weeks! I've had the pleasure of discussing retirement plan updates and regulations…
It's been a whirlwind of speaking engagements over the past 6 weeks! I've had the pleasure of discussing retirement plan updates and regulations…
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