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 with key strategists in the industry, 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).