Meet the Team

Carie Phelps

Carie is responsible for the general supervision of the firm. J2X Legacy Advisors, LLC relies upon Carie’s extensive background in the financial services industry and proven commitment to developing client partnerships.  Carie continues to set strategic direction for our client relations, marketing and expansion.  Carie’s years of experience working directly with our chief strategist, partner firms and clients provides insight into successful portfolio management solutions while fostering the highest level of service. She has a Masters of Business Administration degree from Point Loma Nazarene University located in San Diego, CA.  Carie has a demonstrated track record of professional achievement and personal integrity, and embodies the core values of the firm.

Carie Phelps is a registered representative of Securities Equity Group. http://brokercheck.finra.org/Individual/4230068 Member FINRA & SIPC in the following states: Alaska (AK), Alabama (AL), Arizona (AZ), California (CA), Colorado (CO), Connecticut (CT), Florida (FL), Georgia (GA), Hawaii (HI), Idaho (ID), Minnesota (MN), Montana (MT), Nebraska (NE), New Hampshire (NH), New Mexico (NM), Nevada (NV), New York (NY), Ohio (OH), Oklahoma (OK), Oregon (OR), Pennsylvania (PA), Texas (TX), Virginia (VA), Washington (WA), Wisconsin (WI).

 

Let Us Help You Discover Your Path Forward

Let Us Help You Discover Your Path Forward

We recognize and understand that you see your wealth not as an end in itself but as a tool that will allow you to develop an emotionally and spiritually rich life, so that you can do well for yourself, your family and your community.

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Location

4969 Vista Arroyo
La Mesa, CA 91941
USA

Contact Info

Phone: 888.899.1439
Fax: 619.312.2785
info@j2xwealth.com