Jamie Christopher Carey
Investment adviser representative at Carey Wealth Management
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$222.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Carey Wealth ManagementMar 2015 to now
- Apw Capital, Inc.Mar 2015 to Dec 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Carey Wealth Management
Legal name: Carey Consulting Wealth Management, Inc.
$222.8MAssets managed
102Clients
2Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2638736
- Firm CRD
- 173885