Alexis Margaret Peed

Employer firm

Amj Financial Wealth Management LLC CRD 162878

$482M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2024 → Present
  Amj Financial Wealth Management Llc
  Leesburg, VA
• 05/2022 → 05/2024
  Little Hokie Hangout
  Blacksburg, VA
• 05/2021 → 08/2021
  Purcellville Community Center
  Purcellville, VA
• 09/2021 → 04/2022
  Virginia Tech
  Blacksburg, VA
• 09/2014 → 05/2021
  Unemployed Minor
  Round Hill, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-11

Designations

• Certified Financial Planner

Other Names

• Alexis Peed