Jami McCree, financial advisor Stuart FL
90 score

Jami McCree

CRD Number: 5961848
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jami McCree (CRD# 5961848) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stuart, FL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Stuart, FL Sep 2015 - Current 1
Raymond James & Associates, Inc. St. Petersburg, FL Oct 2014 - Sep 2015 < 1
Bank Of America, N.a. Stuart, FL Nov 2011 - Oct 2014 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Stuart, FL Jul 2011 - Oct 2014 3
Nova Southeastern University Davie, FL Jun 2010 - Jun 2011 1
Prawnbroker Grill Stuart, FL Jan 2010 - Jun 2010 < 1
Ymca Of The Treasure Coast Stuart, FL Jan 2010 - Jun 2010 < 1
Stetson University Deland, FL Aug 2006 - Dec 2009 3
Ymca Of The Treasure Coast Stuart, FL May 2009 - Aug 2009 < 1
Deland Family Ymca Deland, FL Aug 2008 - May 2009 < 1
Deland Family Ymca Deland, FL Mar 2008 - May 2008 < 1
Security Forces Inc. West Palm Beach, FL Dec 2007 - Jan 2008 < 1
Ymca Of The Treasure Coast Stuart, FL May 2007 - Aug 2007 < 1
Prawnbroker Grill Stuart, FL Dec 2006 - Jan 2007 < 1
Prawnbroker Grill Stuart, FL Oct 2005 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Jami L. McCree
Phone Number: 800-637-7455
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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