
Kenneth W. “Chip” Jamerson, Jr., QPFC
Senior Vice President,
Financial Advisor,
Financial Planning Specialist,
Workplace Advisor - Equity Compensation,
Qualified Plan Financial Consultant
Direct:
(804) 780-3345(804) 780-3345
My Story and Services
A seasoned industry veteran, Chip is a Financial Planning Specialist and Financial Advisor at The Telos Group, a highly skilled advisory team with offices in Richmond and Charlottesville. With nearly 30 years of financial services experience, Chip focuses on meeting the needs and goals of individuals and families who have accumulated a higher level of wealth. He empowers clients to achieve long-term financial security through a personalized approach to financial planning and investment management.
Born and raised by a police officer and nurse in Spout Spring, VA, Chip always had sights on a career that would make a positive difference on others. After earning his degree in American Studies at Virginia Military Institute and Stetson University, Chip had a successful career in corrugated packaging and display sales prior to becoming a Financial Advisor at Legg Mason (now Morgan Stanley). Working closely with his clients, he learned firsthand the power of holistic financial planning when life events like a spouse passing away or a family member transitioning to a nursing home occurred. The financial planning he had done years before with his clients made a significant difference as their lives evolved. Today, when Chip considers becoming a vocational deacon in his Church (another passion of his), he is reminded that the work he does as a Financial Advisor is his ministry.
After working as a Financial Advisor for 15 years, Chip took on a new challenge at the firm and went into management in 2007. For the next 14 years, he would hold a number of important roles at Morgan Stanley, including National Development Officer, Business Development Manager, Branch Manager and Associate Complex Manager. In 2021, Chip’s career went full circle and he returned to his roots as an Advisor. There was only one team with whom he wanted to work: The Telos Group. Having admired their process and concerns for their clients for years, he knew they would be a good fit and complement to his practice. He has been an invaluable member of the team ever since.
Chip’s desire to help others is equaled only by his dedication to his family and his community. He and his wife, Carol, have been married 45 years and have two grown children and four beautiful grandchildren. Chip is a member of St. Stephen’s Episcopal Church, where he serves as a volunteer with the Farmer’s Market and other outreach activities. He is a former Senior Warden of the Vestry at St. Paul’s Episcopal Church in Lynchburg, VA. He is also a former President of the Board of the Interfaith Outreach Association. Chip has also served as a US Swimming official throughout the Mid-Atlantic area and was on the board of the E C Glass High School Athletics Boosters.
Outside of the office, Chip enjoys long walks with his two-year old Lab, Wally. He also has a renewed love (and hate) relationship with the game of golf. He has an eclectic appreciation for reading and music and relishes the opportunities to go fly fishing for trout in the mountains.
Born and raised by a police officer and nurse in Spout Spring, VA, Chip always had sights on a career that would make a positive difference on others. After earning his degree in American Studies at Virginia Military Institute and Stetson University, Chip had a successful career in corrugated packaging and display sales prior to becoming a Financial Advisor at Legg Mason (now Morgan Stanley). Working closely with his clients, he learned firsthand the power of holistic financial planning when life events like a spouse passing away or a family member transitioning to a nursing home occurred. The financial planning he had done years before with his clients made a significant difference as their lives evolved. Today, when Chip considers becoming a vocational deacon in his Church (another passion of his), he is reminded that the work he does as a Financial Advisor is his ministry.
After working as a Financial Advisor for 15 years, Chip took on a new challenge at the firm and went into management in 2007. For the next 14 years, he would hold a number of important roles at Morgan Stanley, including National Development Officer, Business Development Manager, Branch Manager and Associate Complex Manager. In 2021, Chip’s career went full circle and he returned to his roots as an Advisor. There was only one team with whom he wanted to work: The Telos Group. Having admired their process and concerns for their clients for years, he knew they would be a good fit and complement to his practice. He has been an invaluable member of the team ever since.
Chip’s desire to help others is equaled only by his dedication to his family and his community. He and his wife, Carol, have been married 45 years and have two grown children and four beautiful grandchildren. Chip is a member of St. Stephen’s Episcopal Church, where he serves as a volunteer with the Farmer’s Market and other outreach activities. He is a former Senior Warden of the Vestry at St. Paul’s Episcopal Church in Lynchburg, VA. He is also a former President of the Board of the Interfaith Outreach Association. Chip has also served as a US Swimming official throughout the Mid-Atlantic area and was on the board of the E C Glass High School Athletics Boosters.
Outside of the office, Chip enjoys long walks with his two-year old Lab, Wally. He also has a renewed love (and hate) relationship with the game of golf. He has an eclectic appreciation for reading and music and relishes the opportunities to go fly fishing for trout in the mountains.
Securities Agent: VA, CA, WV, RI, OH, AZ, WA, ME, MD, WI, IL, DE, WY, TN, PA, NV, DC, AL, AK, UT, TX, NY, MA, NJ, KY, CO, CT, FL, SC, NH, NC, MI, IN, MO, GA; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 2220835
NMLS#: 2220835
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
901 East Byrd St
Suite 2000
Richmond, VA 23219
US
Direct:
(804) 780-3345(804) 780-3345
Wealth Management
Global Investment Office
Portfolio Insights
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Kenneth W. “Chip” Jamerson, Jr. today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
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The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)