JM
Jessie D. Magee
COR3 INVESTMENT PARTNERS
NW SANDY SPRINGS, GA
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CRD#: 7638896
JM
Professional summary
Jessie Darnell Magee is a registered financial advisor currently at COR3 INVESTMENT PARTNERS, LLC located in Nw Sandy Springs, Georgia.
Jessie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Jessie has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jessie Darnell Magee's 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®
NoneExperience
Current
February 9, 2023 - Present
COR3 INVESTMENT PARTNERS, LLC
RIA
CRD#: 323536
NW SANDY SPRINGS, GA
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
Georgia(2/9/2023)
IAR
Tennessee(2/15/2023)
IAR
Texas(6/14/2023)
Exams
Current Firm
CI
COR3 INVESTMENT PARTNERS, LLC
COR3 INVESTMENT PARTNERS, LLC
CRD#: 323536 / SEC#:
Georgia
Registered Investment Advisory firm - (2/7/2023 Approved)Tennessee
Registered Investment Advisory firm - (2/13/2023 Approved)Texas
Registered Investment Advisory firm - (2/21/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Nw Sandy Springs, GA
Mailing Address
1050 Crown Pointe Parkway Suite 500, Atlanta, GA 30338
Phone number
(404) 795-6037
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 19 |
| AUM (Assets Under Management) | $ 13,245,706 |
Red Flags
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