Jamie Carey has been President & Chief Compliance Officer of Carey Consulting Wealth Management since March 2015, is a control person of the firm and directly owns 75% or more of it. Jamie Carey holds a BS/BA from The Ohio State University and an MBA from the University of Dayton.
Carey Consulting Wealth Management, Inc. is a San Ramon, CA firm with $223M under management, 102 clients and 2 advisers in one office, as of its February 2026 filing.
Jamie Carey is President of Carey Wealth Management, based in San Ramon, CA. He has over 30 years of experience in the financial services industry.
Jamie Carey’s longest registration is the current one, 11 years at Carey Consulting Wealth Management since 2015. Before joining Carey Consulting Wealth Management in 2015, Jamie Carey was registered through LPL Financial LLC.
- Carey Wealth ManagementCurrent– present · 11 yearsSan Ramon, CA · Adviser representative · Firm CRD 173885
- LPL Financial LLC– · 8 yearsAlamo, CA · Adviser representative · Firm CRD 6413
Professional designations
Listed by Carey Consulting Wealth Management
- CFP®
- CPA
Investment adviser representative registrations
Jamie Carey is registered as an investment adviser representative in 2 states. The first approvals date from March 2015; the most recent is Texas, in March 2023.
- CaliforniaSince 23 March 2015
- TexasSince 15 March 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 6 December 2008 |
| Series 7 | General Securities Representative Examination | 22 January 2007 |
| Series 65 | Uniform Investment Adviser Law Examination | 3 December 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 4 January 2002 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 19 May 2001 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 26 July 1995 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jamie Christopher Carey
- CRD
- 2638736
- Firm
- Carey Consulting Wealth Management · CRD 173885
- Role
- President & Chief Compliance Officer
- Office
- 2819 CROW CANYON ROAD, SUITE 101, San Ramon, CA 94583
- Registration
- Investment adviser registration
- In the industry since
- July 1995
- Disciplinary history
- Not yet shown here · SEC record
Where does Jamie Carey work?
Jamie Carey has been President & Chief Compliance Officer of Carey Consulting Wealth Management, Inc. since March 2015, and is a control person of the firm.
Is Jamie Carey a financial advisor?
Yes. Jamie Carey has a current investment-adviser registration in California and Texas, through Carey Consulting Wealth Management since March 2015.
How many years of experience does Jamie Carey have?
Jamie Carey has 31 years in the financial industry, since July 1995, across 2 adviser firms.
What exams has Jamie Carey passed?
Jamie Carey has passed 6 licensing exams: the Series 6, Series 26, Series 63, Series 65, Series 7 and Series 24. The earliest, the Series 6, was passed in July 1995. FINRA credited Jamie Carey with the SIE, which began in October 2018.
Where is Jamie Carey based?
Jamie Carey’s registered office is in San Ramon, CA.
Is Jamie Carey registered with FINRA?
No. Jamie Carey has no current broker registration.
Is Jamie Carey a CFP?
Carey Consulting Wealth Management lists Jamie Carey with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Jamie Carey, CFP®, CPA, MBA biography, careyconsultingwealthmanagement.com
How can I verify Jamie Carey’s record?
Search CRD 2638736 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jamie Carey’s full registration record.