Alexis Peed has been an investment adviser representative at AMJ Financial Wealth Management since November 2024, and is not listed among the firm’s executive officers or direct owners.
Amj Financial Wealth Management LLC is a Leesburg, VA firm with $482M under management, 470 clients and 7 advisers in one office, as of its March 2026 filing.
- – present · 1 yearLeesburg, VA · Adviser representative · Firm CRD 162878
Investment adviser representative registrations
Alexis Peed is registered as an investment adviser representative in Virginia, since November 2024.
- VirginiaSince 11 November 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 November 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Alexis Margaret Peed
- CRD
- 7685679
- Firm
- AMJ Financial Wealth Management · CRD 162878
- Office
- 44160 SCHOLAR PLAZA, SUITE 490, Leesburg, VA 20176
- Registration
- Investment adviser registration
- In the industry since
- November 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Alexis Peed work?
Alexis Peed is an investment adviser representative registered through Amj Financial Wealth Management LLC since November 2024, and is not listed among the firm’s executive officers or direct owners.
Is Alexis Peed a financial advisor?
Yes. Alexis Peed has a current investment-adviser registration in Virginia, through AMJ Financial Wealth Management since November 2024.
How many years of experience does Alexis Peed have?
Alexis Peed has 1 year in the financial industry, since November 2024, across 1 adviser firm.
What exams has Alexis Peed passed?
Alexis Peed passed the Series 65 in November 2024.
Where is Alexis Peed based?
Alexis Peed’s registered office is in Leesburg, VA.
Is Alexis Peed registered with FINRA?
No. Alexis Peed has no current broker registration.
How can I verify Alexis Peed’s record?
Search CRD 7685679 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alexis Peed’s full registration record.