Blair Jamieson, financial advisor San Jose CA
90 score

Blair Jamieson

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Blair A. Jamieson
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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