Jamie McCreary, financial advisor Portland OR
96 score

Jamie McCreary

CRD Number: 5545421
Current Firm: Arnerich Massena, Inc.

Jamie McCreary (CRD# 5545421) is an Investment Advisor Representative working at Arnerich Massena, Inc. in Portland, OR and has over 9 years of experience in the finance industry. Jamie McCreary has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Arnerich Massena, Inc. Portland, OR Dec 2013 - Current 3
Wealth Strategies By Bayliss & Mcaninch Inc. Carson City, NV Feb 2007 - Dec 2013 6
Sierra Nevada Volleyball Club Reno, NV Jan 2008 - Feb 2008 < 1
University Of Nevada Reno Reno, NV Sep 2007 - Sep 2007 < 1
Sierra Nevada Volleyball Club Reno, NV Jan 2007 - Jul 2007 < 1
Velocity Sports Performance Reno, NV May 2006 - Feb 2007 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2008
Contact Info for Jamie D. McCreary
Phone Number: 503-239-0475
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    25,162
    MILLIONS
  • Total Number of Accounts
    2,060
    ACCOUNTS
  • Average Account Value
    $12,214,754
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, OR, TX, WA

Ready to hire a financial advisor? Get competitive proposals from Jamie McCreary and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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