Jamie Michael Lima
Investment adviser representative at Sax Wealth Advisors, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$3.6BFirm 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.
- Sax Wealth Advisors, LLCMar 2025 to now
- Woodson Wealth ManagementApr 2020 to now
- First Allied Advisory Services, Inc.Feb 2020 to Apr 2020
- First Allied Securities, Inc.Feb 2020 to Apr 2020
- Presidio Capital ManagementFeb 2020 to Apr 2020
- Fidelity InvestmentsNov 2015 to Feb 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (CA, NJ).
Sax Wealth Advisors, LLC
$3.6BAssets managed
1,655Clients
42Advisers
18 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
- 5138442
- Firm CRD
- 119193