Fleming & Associates, LLC

Fleming & Associates, LLC (CRD# 136620) is a financial advisory firm headquartered in San Diego, CA. They manage $18,295,200 in 264 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Fleming & Associates, LLC
Showing 1 - 1 of 1 top financial advisors.
Jamie L. Fleming
CRD#: 2322013
2550 Fifth Avenue, Ste. 630, San Diego, CA 92103

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 put clients' interests first and comply with the Financial Planning Practice Standards.

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