Jamie Fleming
Jamie Fleming is a CFP-designated registered investment advisor at Fleming & Associates, LLC, based in San Diego, CA, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 112 clients with $49M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Location
350 10th Ave., Ste 1000, San Diego, CA, 92101
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jamie is a licensed insurance agent since 1998, offering life insurance, long-term care, and annuities through the financial planning process. Jamie spends about 10-20% of their time on this activity and expects to derive 50% of their yearly compensation from it.
Employment History
Current Registrations
Fleming & Associates, LLC
Previous Registrations
Girard Securities, INC.
Spelman & CO INC
State Registrations1 state
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