Jamie Hanson, financial advisor Madison WI
93 score

Jamie Hanson

CRD Number: 5322363
Current Firm: Cetera Advisor Networks LLC

Jamie Hanson (CRD# 5322363) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Madison, WI and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisor Networks, LLC El Segundo, CA Aug 2014 - Current 2
Associated Investment Services, Inc. Green Bay, WI Jun 2011 - Jul 2014 3
Jamison Investments LLC Verona, WI Mar 2003 - Jul 2014 11
Intersecurities, Inc. Verona, WI Mar 2007 - May 2011 4
Financial Decisions Group, LLP Verona, WI Jan 2007 - May 2011 4
At & T Directory Publishing Madison, WI Aug 2000 - May 2007 6
Primerica Kaukaunna, WI Jun 2006 - Jan 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2007
S65 NASAA Investment Advisors Law Examination Dec 2007
Contact Info for Jamie L. Hanson
Phone Number: 310-326-3100
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    16,791
    MILLIONS
  • Total Number of Accounts
    70,113
    ACCOUNTS
  • Average Account Value
    $239,482
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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