BJ
CFP
BJ
CFP

Blair Allan Jamieson

13 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
367 clients
Average Client Portfolio
$563K average
Assets Under Management
$206.6M

Fee Structure

Minimum Investment:$80K
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Location

311 E Chicago Street, Suite 210, MIlwaukee, WI, 53202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Blair is an independent insurance agent through Transcend Insurance Group, selling annuities and dedicating a few hours per week to this. He is also a member of Benefit Funding Services/FFR, assisting insurance agents, and spends minimal time on this. Blair also owns a portion of a commercial rental property.

Employment History
Current Registrations
Transcend Advisor Group, LLC
July 2021 - Present · 4 yrs 7 mos
Previous Registrations
Lion Street Financial, LLCBroker
October 2024 - February 2025 · 4 mos
The Leaders Group, INC.Broker
July 2021 - July 2022 · 1 yr
Principal Securities, INC.
July 2016 - July 2021 · 5 yrs
Principal Securities, INC.Broker
June 2016 - July 2021 · 5 yrs 1 mo
Unionbanc Investment Services, LLCBroker
June 2015 - June 2016 · 1 yr
Unionbanc Investment Services, LLC
June 2015 - June 2016 · 1 yr
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
June 2013 - May 2015 · 1 yr 11 mos
Bancwest Investment Services, INC.Broker
October 2012 - May 2015 · 2 yrs 7 mos
Northwestern Mutual Investment Services, LLCBroker
June 2012 - October 2012 · 4 mos
State Registrations2 states
CAWI
Advisor
Exams
No exam information available for this advisor.
Blair Allan Jamieson - Financial Advisor | TrueAdvisor