Jamie
Carey
Carey Wealth Management
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About this Advisor
Jamie Carey is a financial advisor based in San Ramon, California, working with Carey Wealth Management. Jamie has previously held positions at Carey Wealth Management, Linsco Private Ledger, and Apw Capital, Inc. Jamie has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Jamie is part of Carey Wealth Management, which operates out of San Ramon, California. The firm has 2 employees and manages assets totaling $131.7 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Carey Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Carey Wealth Management Brokerage Details
$131,651,000
2
245
$537,351
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jamie Carey Work History
Carey Wealth Management
Apw Capital, Inc
Linsco Private Ledger
Disclosures
Please visit the SEC profile of Jamie Carey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Carey Wealth Management
San Ramon, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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