Fleming & Associates, LLC

Fleming & Associates, LLC (CRD# 136620) is a financial advisory firm headquartered in San Diego, CA. They manage $38,585,185 in 281 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    281
    ACCOUNTS
  • Average Account Value
    $137,314
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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Fleming & Associates, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jamie L. Fleming
CRD#: 2322013
350 10th Ave., Ste 1000, San Diego, CA 92101
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 putclients' interests first and comply with the Financial Planning Practice Standards.
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