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Jami Lee McCree

Victrix Investment Advisors

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About Jami Lee McCree

Jami McCree is a financial advisor registered with Victrix Investment Advisors and has been in the industry since 2011. Jami has been working at Victrix Investment Advisors since September 2023 and has been registered with the state of Florida as an Investment Advisor Representative since October 2023. Prior to working at Victrix Investment Advisors, Jami worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Raymond James & Associates, Inc. Jami holds a Series 66, SIE and Series 7.

Firm Information

Jami McCree is currently registered with Victrix Investment Advisors. Victrix Investment Advisors is an investment advisor located in STUART, FL. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans. The firm has 6 investment adviser representatives. The firm's regulatory assets under management total $261,383,906 with $260,272,011 discretionary.
Victrix Investment Advisors

823 SE OSCEOLA ST

STUART, FL 34994

$261.38M

Assets Under Management

2

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jami McCree’s Registration & Firm History

FL

10/10/2023 - Present

Victrix Investment Advisors (STUART FL)

FL

10/01/2015 - 09/30/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STUART FL)

FL

10/08/2014 - 09/24/2015

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

FL

09/23/2011 - 10/03/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TAMPA FL)

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Licenses & Designations

BOTH

Issued 10/20/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/22/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jami Lee McCree.
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