Jamie Peek (CRD# 6700792) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in Naples, FL and has over 7 years of experience in the finance industry.
CRD# 5167067
Advanced Investment Management LLC
CRD# 2305670
Truist Advisory Services, Inc.
CRD# 6873629
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Investment Managment, Inc. | Naples, FL | Jul 2020 - Current | 3 |
| Wasmer Schroeder | Naples, FL | Jul 2019 - Jul 2020 | 1 |
| Wasmer, Schroeder & Company, Inc. | Naples, FL | Aug 2016 - Jun 2019 | 2 |
| Wasmer, Schroeder & Company, Inc. | Naples, FL | Jun 2015 - Aug 2016 | 1 |
| Wasmer, Schroeder & Company, Inc. | Naples, FL | Jan 2012 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2016 |
- FL
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Total Assets Under Management1,098,805MILLIONS
-
Total Number of Accounts304,509ACCOUNTS
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Average Account Value$3,608,450
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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