Blair JamiesonCRD Number: 6056634
Current Firm: Principal Securities, Inc.
Blair Jamieson (CRD# 6056634) is an Investment Advisor Representative working at Principal Securities, Inc. in San Jose, CA and has over 4 years of experience in the finance industry.
Altos Investments, Inc.
Skyoak Wealth Management, Inc.
Oceaniq Capital, LLC
|Principal Securities||San Jose, CA||Jun 2016 - Current||< 1|
|Principal||San Jose, CA||Jun 2016 - Current||< 1|
|Unionbanc Investment Services||Sunnyvale, CA||Jun 2015 - Jun 2016||1|
|Mufg Union Bank||Saratoga, CA||May 2015 - Jun 2016||1|
|Bank Of The West||Palo Alto, CA||Oct 2012 - May 2015||2|
|Bancwest Investment Services||Palo Alto, CA||Oct 2012 - May 2015||2|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||May 2012 - Oct 2012||< 1|
|Northwestern Mutual Investment Services, LLC||Riverside, CA||May 2012 - Oct 2012||< 1|
|Atlantic West Publications||El Segundo, CA||Sep 2011 - Apr 2012||< 1|
|Self Employed||Riverside, CA||Jan 2008 - Sep 2011||3|
|Oak Quarry Golf Club||Riverside, CA||Sep 2007 - Oct 2009||2|
|Uc Riverside Housing Services||Riverside, CA||Sep 2004 - Jun 2008||3|
|Uc Riverside||Riverside, CA||Sep 2003 - Jun 2008||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2012|
|S66||NASAA Uniform Combined State Law Examination||Jun 2013|
Total Assets Under Management1,622MILLIONS
Total Number of Accounts15,486ACCOUNTS
Average Account Value$104,766
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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