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Jamie Christopher Carey

CAREY CONSULTING WEALTH MANAGEMENT, INC.·SAN RAMON, California
SIE, Series 6, Series 7, Series 24, Series 26, Series 63, Series 65CFPClean record19 years registeredCAREY CONSULTING WEALTH MANAGEMENT, INC.
2819 CROW CANYON ROAD, SAN RAMON, CA 94583CRD# 2638736Firm CRD# 173885

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jamie Christopher Carey · SAN RAMON, CA
Registration
CRD #2638736 · CAREY CONSULTING WEALTH MANAGEMENT, INC. · 19 years registered
Brand Profile
Not yet started
01

Career History

CAREY WEALTH MANAGEMENT
Mar 2015 – present
LPL FINANCIAL LLC
Jan 2007 – Apr 2015
ALAMO, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 26
Series 63
Series 65
Registration record
First registered · January 4, 2007
Years registered · 19
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CAREY CONSULTING WEALTH MANAGEMENT, INC.
CRD 173885 · SEC 801-123607
AUM
$132M
Regulatory assets under management
Employees
2
245 client accounts
Services offered by CAREY CONSULTING WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CAREY CONSULTING WEALTH MANAGEMENT, INC. →
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05

Frequently Asked Questions

What services does Jamie Christopher Carey offer?
Jamie Christopher Carey specializes in Financial Planning, Investment Management. Contact their office in SAN RAMON, California for a consultation.
What are Jamie Christopher Carey's credentials?
Jamie Christopher Carey holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Jamie Christopher Carey located?
Jamie Christopher Carey is based in SAN RAMON, California, working with CAREY CONSULTING WEALTH MANAGEMENT, INC.. Their office serves clients in the SAN RAMON metropolitan area and surrounding communities.
How does Jamie Christopher Carey charge for services?
Jamie Christopher Carey's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAREY CONSULTING WEALTH MANAGEMENT, INC.?
CAREY CONSULTING WEALTH MANAGEMENT, INC. has approximately 2 employees and manages $132M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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