Teresa Angelina Jammal
Investment Adviser Representative at Carlin Wealth Management Group, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Teresa Angelina Jammal is an investment adviser representative with Carlin Wealth Management Group, LLC in Austin, TX, where they have been registered since 2023. They have worked in the securities industry since 2017 and were previously registered with Ameriprise Financial Services, LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Principal LIFE Insurance CompanyNov 2017 – Jan 2019Austin, TX
- Principal Securities IncNov 2017 – Jan 2019Austin, TX
- Pubcrawler of AustinJul 2016 – Nov 2017Austin, TX
- Emler Swim SchoolJun 2016 – Aug 2017Austin, TX
- Top Shelf EventsJan 2014 – Nov 2017Austin, TX
- Ameriprise Financial Services, Inc.Jan 2019 – Mar 2023Austin, TX
- Carlin Wealth Management Group, LLCMar 2023 – no end date reportedAustin, TX
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Carlin Wealth Management Group, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Under $1,000,0001.50%
- $1,000,001 – $3,000,0001.25%
- $3,000,001 – $10,000,0001.00%
- Over $10,000,0000.50%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Comprehensive wealth management planning, investment management, and personalized financial guidance, developed in collaboration with clients and their professional advisors including attorneys and accountants
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Austin, TX
- SEC file number:
- 801-127464
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 12, 2026
View full firm profileOther advisors at Carlin Wealth Management Group, LLC
2 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Teresa Angelina Jammal has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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