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President & Chief Compliance Officer · Carey Wealth Management

Jamie C. Carey

CRD 2638736 · Named on Form ADV at one SEC-registered adviser

At a glance

Carey Wealth Management, an SEC-registered wealth manager based in SAN Ramon, CA with $223 million in regulatory assets, lists Jamie C. Carey on its Form ADV as President & Chief Compliance Officer, a control person.

Firms and roles

  • Carey Wealth ManagementPresident & Chief Compliance OfficerWealth manager · SAN Ramon, CA · $223M in regulatory assets

AtlasMembers

Jamie’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jamie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.