Carey Wealth Management
Carey Wealth Management (CRD# 173885) is a financial advisory firm headquartered in San Ramon, CA. They manage $57,300,000 in 253 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management57MILLION
Total Number of Accounts253ACCOUNTS
Average Account Value$226,482
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Jamie Carey (CRD# 2638736) is an Investment Advisor Representative working at Carey Wealth Management in San Ramon, CA and has over 15 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.