Jami L. Mccree

VICTRIX INVESTMENT ADVISORS

Stuart, FL 34994

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CRD#: 5961848

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jami Mccree | Jami Perry | Jami Perry-Morrow

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.

Jami Lee McCree is Scheduler at HOME HELPERS PROPERTY CARE LLC; Is the business investment related: No; Description of the business: Handyman services; Responsibilities Duties: Schedules handymen to performance services; Start date with business: 2022-09-01; Hours per month devoted to business during trading hours: 6; Hours per month devoted to business outside trading hours: 0.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jami Lee Mccree's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CPWA^®

Certified Private Wealth Advisor

Start date: 2017-09-19

Expire date: 2023-08-31

Experience

Current

October 10, 2023 - Present

VICTRIX INVESTMENT ADVISORS

Office #1: 823 Se Osceola St, Stuart, FL 34994

RIA

CRD#: 167517

Stuart, FL

Past

October 2, 2015 - September 30, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

STUART, FL

Past

October 1, 2015 - September 30, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

STUART, FL

Past

October 10, 2014 - September 24, 2015

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

ST. PETERSBURG, FL

Past

October 8, 2014 - September 24, 2015

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ST. PETERSBURG, FL

Past

October 24, 2011 - October 3, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

TAMPA, FL

Past

September 23, 2011 - October 3, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

TAMPA, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VICTRIX INVESTMENT ADVISORS

CRD#: 167517 / SEC#: 801-121443

RIA

Registered Investment Advisory firm - (6/9/2021 Approved)

Colorado

Registered Investment Advisory firm - (7/19/2021 Terminated)

Florida

Registered Investment Advisory firm - (6/24/2021 Terminated)

Texas

Registered Investment Advisory firm - (6/24/2021 Terminated)

Utah

Registered Investment Advisory firm - (6/25/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(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

State Security Law Exam

IAR

Series 66

Date: 10/20/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/22/2011

General Securities Representative Examination

Current Firm

VICTRIX INVESTMENT ADVISORS

CRD#: 167517 / SEC#: 801-121443

RIA

Registered Investment Advisory firm - (6/9/2021 Approved)

Colorado

Registered Investment Advisory firm - (7/19/2021 Terminated)

Florida

Registered Investment Advisory firm - (6/24/2021 Terminated)

Texas

Registered Investment Advisory firm - (6/24/2021 Terminated)

Utah

Registered Investment Advisory firm - (6/25/2021 Terminated)

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Contact information

Main Address

823 Se Osceola St, Stuart, FL 34994

Mailing Address

Phone number

(772) 320-9658

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VICTRIX 2A BROCHURE (9/5/2025)

Regulatory assets under management

Total Number of Accounts	1,523
AUM (Assets Under Management)	$ 312,347,184

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.

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Advisor Monitoring

Firm Stability Insights

Jami L. Mccree

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jami Lee Mccree's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

VICTRIX INVESTMENT ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 10/20/2011

SIE

Date: 10/1/2018

Series 7

Date: 9/22/2011

Current Firm

VICTRIX INVESTMENT ADVISORS

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VICTRIX INVESTMENT ADVISORS

TRUST BUT VERIFY

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