Crystal Jamieson (CRD# 5109246) is an Investment Advisor Representative working at Sanctuary Advisors, LLC in Aliso Viejo, CA and has over 11 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sanctuary Securities, Inc. | Aliso Viejo, CA | Feb 2023 - Current | 1 |
| Sancutary Advisors, LLC | Aliso Viejo, CA | Feb 2023 - Current | 1 |
| Ubs Financial Services Inc. | Irvine, CA | Dec 2019 - Feb 2023 | 3 |
| D.a. Davidson & Company | Newport Beach, CA | Apr 2019 - Nov 2019 | < 1 |
| Stifel Nicolaus & Co Inc. | San Juan Capistrano, CA | Jan 2017 - Mar 2019 | 2 |
| Wells Fargo Advisors | Irvine, CA | Oct 2014 - Jan 2017 | 2 |
| Unemployed | Na, CA | Mar 2014 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2012 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2016 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management22,024MILLIONS
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Total Number of Accounts49,099ACCOUNTS
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Average Account Value$448,569
- A percentage of assets under your management
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