Blair Jamieson, Cfp®, Cltc

Blair Jamieson, Cfp®, Cltc Email and Phone Number

Partner - Head of Financial Planning @ Transcend Advisor Group
Blair Jamieson, Cfp®, Cltc's Location
Milwaukee, Wisconsin, United States, United States
Blair Jamieson, Cfp®, Cltc's Contact Details

Blair Jamieson, Cfp®, Cltc work email

Blair Jamieson, Cfp®, Cltc personal email

n/a
About Blair Jamieson, Cfp®, Cltc

We've created a firm that treats clients the way we want to be treated. We aim to bring organization, clarity, discipline, responsibility, and direction to financial affairs through the creation and execution of investment, tax, and insurance strategies.

Blair Jamieson, Cfp®, Cltc's Current Company Details
Transcend Advisor Group

Transcend Advisor Group

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Partner - Head of Financial Planning
Blair Jamieson, Cfp®, Cltc Work Experience Details
  • Transcend Advisor Group
    Partner - Head Of Financial Planning
    Transcend Advisor Group Jul 2021 - Present
    Greater Milwaukee, Wisconsin
    We've created a firm that treats clients the way we want to be treated. We aim to bring organization, clarity, discipline, responsibility, and direction to financial affairs through the creation and execution of investment, tax, and insurance strategies.
    View
  • Principal Financial Group
    Senior Financial Representative , Investment Adviser Representative
    Principal Financial Group Sep 2020 - Jul 2021
    Milwaukee, Wisconsin, United States
    View
  • Principal Financial Group
    Financial Advisor, Financial Representative, Principal Securities Registered Representative
    Principal Financial Group Jun 2016 - Jul 2021
    San Francisco Bay Area
    View
  • Principal Financial Group
    Associate Managing Director
    Principal Financial Group May 2018 - Sep 2020
    San Jose, Ca
    Principal Securities Registered Representative/Financial Advisor and Career Agent: Securities and advisory products and services offered through Princor Financial Services Corporation, 800-247-1737, Member SIPC,, Des Moines, IA 50392. Blair Jamieson, Financial Representative of Principal National Life Insurance and Principal Life Insurance Companies, Principal Securities Registered Representative and Financial Advisor.
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  • Union Bank
    Private Banker
    Union Bank May 2015 - May 2016
    Saratoga, Ca
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  • Bank Of The West
    Vice President - Senior Private Client Advisor
    Bank Of The West Aug 2013 - May 2015
    San Jose, Ca
    View
  • Bank Of The West
    Client Services Manager
    Bank Of The West Oct 2012 - Aug 2013
    Palo Alto/San Jose, Ca
    View
  • Northwestern Mutual
    Financial Representative
    Northwestern Mutual May 2012 - Nov 2012
    Menlo Park/Riverside, Ca
    View
  • Golden State Tour
    Professional Golf
    Golden State Tour Oct 2009 - Sep 2011
    Yes. That's right. I had the played golf for a living for two years. I mostly competed in small events you may never have heard of and I had the privilege of being supported by some wonderful people who empowered me to chase a dream.
  • University Of California, Riverside
    Assistant To Judicial Affairs
    University Of California, Riverside Aug 2004 - Jun 2008
    Riverside, Ca
    Supervised and trained of a staff of 120. Provided on-call emergency response for a residential community of over 9000 students for issues of fire, police, health and safetyHighest level of employment available to an undergraduate UC Riverside student.
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Blair Jamieson, Cfp®, Cltc Skills

Sep And Simple Iras Wealth Accumulation Term Life Insurance Disability Income Insurance Annuities Asset Allocation Business Continuation Strategies Buy Sell Agreements Buy Sell Review Charitable Giving College Funding Strategies Deferred Compensation Plans Estate Planning Executive Benefits Strategies Financial Needs Analysis Income Protection Informal Business Valuation Iras Key Person Insurance Long Term Care Insurance Mutual Funds Pension Plans Retirement Planning Salary Continuation Split Dollar Plans Supplemental Retirement Income Survivor Income Tax Deferred Savings Universal Life Insurance Whole Life Insurance

Blair Jamieson, Cfp®, Cltc Education Details

Frequently Asked Questions about Blair Jamieson, Cfp®, Cltc

What company does Blair Jamieson, Cfp®, Cltc work for?

Blair Jamieson, Cfp®, Cltc works for Transcend Advisor Group

What is Blair Jamieson, Cfp®, Cltc's role at the current company?

Blair Jamieson, Cfp®, Cltc's current role is Partner - Head of Financial Planning.

What is Blair Jamieson, Cfp®, Cltc's email address?

Blair Jamieson, Cfp®, Cltc's email address is ja****@****pal.com

What schools did Blair Jamieson, Cfp®, Cltc attend?

Blair Jamieson, Cfp®, Cltc attended University Of California, Riverside, Boston University.

What are some of Blair Jamieson, Cfp®, Cltc's interests?

Blair Jamieson, Cfp®, Cltc has interest in Animal Welfare, Children, Education, Health.

What skills is Blair Jamieson, Cfp®, Cltc known for?

Blair Jamieson, Cfp®, Cltc has skills like Sep And Simple Iras, Wealth Accumulation, Term Life Insurance, Disability Income Insurance, Annuities, Asset Allocation, Business Continuation Strategies, Buy Sell Agreements, Buy Sell Review, Charitable Giving, College Funding Strategies, Deferred Compensation Plans.

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