Jamie D. Mccreary
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jamie Dawn Mccreary, CFP®, who also goes by Jamie Dawn Padgett, was a registered financial professional .
Jamie is a previously registered financial professional and started their career in finance in 2008. Jamie had worked at 4 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2010
Experience
July 7, 2017 - March 30, 2023
ALLIUM FINANCIAL ADVISORS, LLC
October 6, 2016 - September 11, 2017
TRU INDEPENDENCE ASSET MANAGEMENT, LLC
February 28, 2014 - October 27, 2016
ARNERICH MASSENA, INC.
June 18, 2008 - December 31, 2013
WEALTH STRATEGIES BY BAYLISS & MCANINCH, INC.
Primary Firm SEC Registration
ALLIUM FINANCIAL ADVISORS, LLC
CRD#: 288462 / SEC#: 801-110536
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Current Firm
ALLIUM FINANCIAL ADVISORS, LLC
CRD#: 288462 / SEC#: 801-110536
Contact information
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 680 |
| AUM (Assets Under Management) | $ 638,921,337 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/29/2025 | ||
| 02/20/2024 | ||
| 01/24/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
