Jami Lee Mccree
CPWA®Professional Summary
Jami Lee Mccree, CPWA®, who also goes by Jami Mccree, Jami Perry, Jami Perry-morrow, is a registered financial advisor currently at VICTRIX INVESTMENT ADVISORS located in Stuart, Florida. Jami is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jami has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jami Mccree, Jami Perry, Jami Perry-Morrow
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
15 years in the financial services industry
Current & Past Employments
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Current Firm
CHAPMAN CAPITAL ADVISORS | VICTRIX INVESTMENT ADVISORS LLC | VICTRIX INVESTMENT ADVISORS | THOMPSON IV, WILLIAM DEAN | PARK CITY FINANCIAL PLANNING GROUP | KING TIDE ADVISORS | FORTROVE PARTNERS
Contact Information
Main Address
823 Se Osceola St, Stuart, FL 34994Phone Number
(772) 320-9658# of Employees
7SEC notice filing (14 States and Territories)
Registered to provide investment advisory services in 14 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,608AUM (Assets Under Management)
$343,341,162Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
CHAPMAN CAPITAL ADVISORS | VICTRIX INVESTMENT ADVISORS LLC | VICTRIX INVESTMENT ADVISORS | THOMPSON IV, WILLIAM DEAN | PARK CITY FINANCIAL PLANNING GROUP | KING TIDE ADVISORS | FORTROVE PARTNERS
State Registrations and Notice Filings
(10/10/2023)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Jami Lee Mccree's CRS (Customer Relationship Summary).
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