Jamie Carey (CRD# 2638736) is an Investment Advisor Representative working at Carey Wealth Management in San Ramon, CA and has over 22 years of experience in the finance industry. Jamie Carey 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.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Carey Wealth Management | San Ramon, CA | Mar 2015 - Current | 9 |
| Apw Capital, Inc. | Rockaway, NJ | Mar 2015 - Current | 9 |
| Linsco Private Ledger | Walnut Creek, CA | Jan 2007 - Mar 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2002 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2006 |
- CA
- TX
-
Total Assets Under Management132MILLIONS
-
Total Number of Accounts245ACCOUNTS
-
Average Account Value$537,351
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, TX
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