Blair Jamieson (CRD# 6056634) is an Investment Advisor Representative working at Transcend Advisor Group, LLC in Milwaukee, WI and has over 11 years of experience in the finance industry. Blair Jamieson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
CRD# 5625693
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transcend Advisor Group | Mount Pleasant, WI | Jul 2021 - Current | 2 |
| The Leaders Group Inc. | Littleton, CO | Jul 2021 - Current | 2 |
| Concierge Financial Partners LLC | Mt Pleasant, WI | Oct 2020 - Jul 2021 | < 1 |
| Principal Life Insurance Company | Wauwatosa, WI | Jun 2016 - Jul 2021 | 5 |
| Principal Securities Inc. | Wauwatosa, WI | Jun 2016 - Jul 2021 | 5 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2013 |
- CA
- WI
-
Total Assets Under Management216MILLIONS
-
Total Number of Accounts615ACCOUNTS
-
Average Account Value$351,601
- 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
CA, WI
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