Jeremy Chaffin
Senior Vice President, Financial Advisor at Telos Capital Management, Inc.
About
Jeremy E. Chaffin is Vice President at Telos Capital Management, Inc., based in Ventura, California. As a senior financial advisor, he works closely with individual clients to achieve customized investment and financial planning solutions aligned with their unique goals. His current responsibilities focus on high-net-worth portfolio management, personalized wealth strategies, and holistic financial advice.
Jeremy specializes in asset management with an emphasis on equities, fixed income, and diversified portfolio construction for private clients. With more than 26 years of industry experience, he supports retirement planning, multi-generational wealth transfer, and risk management—maintaining a client-centered focus across his practice.
He is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and holds the Accredited Asset Management Specialist (AAMS®) designation, underscoring his expertise in comprehensive financial planning and ethical standards. Jeremy's career is distinguished by his longevity in professional service and dedication to crafting tailored investment strategies for individual investors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Telos Capital Management, Inc. | Senior Vice President, Financial Advisor | Jan 2014 to Present | — |
| Charles Schwab | Vice President Financial Consultant | Jan 1995 to Jan 2014 | — |
Education
College for Financial Planning
CFP Certificate, Financial Planning and Services
2012 — 2013
The Master's University
Bachelor of Arts (B.A.)
1990 — 1994
Others at Telos Capital Management, Inc. (3)
| Name | Role | Location |
|---|---|---|
A Andy Weld | Portfolio Manager | San Diego, CA , United States |
B Bruce Sherman | Senior Vice President, Portfolio Management | La Mesa, CA , United States |
 | Vice President, Financial Advisor, Retirement Planner | San Diego, CA , United States |