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Jamie Fleming, financial advisor San Diego CA

Jamie Fleming

CRD Number: 2322013
Current Firm: Fleming & Associates, LLC
Compensation Model: Both
Jamie Fleming (CRD# 2322013) is an Investment Advisor Representative working at Fleming & Associates, LLC in San Diego, CA and has over 25 years of experience in the finance industry. Jamie Fleming 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 putclients' interests first and comply with the Financial Planning Practice Standards.
CONTACT
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Professional Designations
Company Name Location Dates Years
Fleming & Associates, LLC San Diego, CA Jan 2003 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1993
S66 NASAA Uniform Combined State Law Examination Dec 2004
Contact Info for Jamie L. Fleming
350 10th Ave., Ste 1000, San Diego, CA 92101
Phone Number: 619-839-9136
Firm Website: http://www.flemingandassociatesllc.com
Registered State(s):
  • CA
Current Firm Details
Fleming & Associates, LLC
Firm's CRD Number: 136620
350 10th Ave., Ste 1000, San Diego, CA 92101
By the Numbers
  • Total Assets Under Management
    39
    MILLIONS
  • Total Number of Accounts
    281
    ACCOUNTS
  • Average Account Value
    $137,314
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

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