Blair Jamieson, Cfp®, Cltc
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Blair Jamieson, Cfp®, Cltc Email & Phone Number

Partner - Head of Financial Planning at Transcend Advisor Group
Location: Milwaukee, Wisconsin, United States 10 work roles 2 schools
1 work email found @principal.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@principal.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Partner - Head of Financial Planning
Location
Milwaukee, Wisconsin, United States

Who is Blair Jamieson, Cfp®, Cltc? Overview

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Quick answer

Blair Jamieson, Cfp®, Cltc is listed as Partner - Head of Financial Planning at Transcend Advisor Group, based in Milwaukee, Wisconsin, United States. AeroLeads shows a work email signal at principal.com and a matched LinkedIn profile for Blair Jamieson, Cfp®, Cltc.

Blair Jamieson, Cfp®, Cltc previously worked as Senior Financial Representative , Investment Adviser Representative at Principal Financial Group and Financial Advisor, Financial Representative, Principal Securities Registered Representative at Principal Financial Group. Blair Jamieson, Cfp®, Cltc holds Bachelor Of Arts (Ba), English from University Of California, Riverside.

Company email context

Email format at Transcend Advisor Group

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*@principal.com
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AeroLeads found 1 current-domain work email signal for Blair Jamieson, Cfp®, Cltc. Compare company email patterns before reaching out.

Profile bio

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.

Listed skills include Sep And Simple Iras, Wealth Accumulation, Term Life Insurance, Disability Income Insurance, and 26 others.

Current workplace

Blair Jamieson, Cfp®, Cltc's current company

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Transcend Advisor Group
Transcend Advisor Group
Partner - Head of Financial Planning
AeroLeads page
10 roles

Blair Jamieson, Cfp®, Cltc work experience

A career timeline built from the work history available for this profile.

Partner - Head Of Financial Planning

Current

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.

Jul 2021 - Present

Senior Financial Representative , Investment Adviser Representative

Milwaukee, Wisconsin, United States

Sep 2020 - Jul 2021

Financial Advisor, Financial Representative, Principal Securities Registered Representative

San Francisco Bay Area

Jun 2016 - Jul 2021

Associate Managing Director

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.

May 2018 - Sep 2020

Private Banker

Saratoga, Ca

May 2015 - May 2016

Vice President - Senior Private Client Advisor

San Jose, Ca

Aug 2013 - May 2015

Client Services Manager

Palo Alto/San Jose, Ca

Oct 2012 - Aug 2013

Professional Golf

Golden State Tour

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.

Oct 2009 - Sep 2011

Assistant To Judicial Affairs

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.

Aug 2004 - Jun 2008
2 education records

Blair Jamieson, Cfp®, Cltc education

Bachelor Of Arts (Ba), English

Activities and Societies: UC Riverside Housing Services: resident services assistant, resident assistant, judicial lead

Certificate In Financial Planning, Financial Planning And Services

The Boston University Center for Professional Education Online Financial Planning Program is a self-paced, web-based program designed.

FAQ

Frequently asked questions about Blair Jamieson, Cfp®, Cltc

Quick answers generated from the profile data available on this page.

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 Transcend Advisor Group?

Blair Jamieson, Cfp®, Cltc is listed as Partner - Head of Financial Planning at Transcend Advisor Group.

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

AeroLeads has found 1 work email signal at @principal.com for Blair Jamieson, Cfp®, Cltc at Transcend Advisor Group.

Where is Blair Jamieson, Cfp®, Cltc based?

Blair Jamieson, Cfp®, Cltc is based in Milwaukee, Wisconsin, United States while working with Transcend Advisor Group.

What companies has Blair Jamieson, Cfp®, Cltc worked for?

Blair Jamieson, Cfp®, Cltc has worked for Transcend Advisor Group, Principal Financial Group, Union Bank, Bank Of The West, and Northwestern Mutual.

How can I contact Blair Jamieson, Cfp®, Cltc?

You can use AeroLeads to view verified contact signals for Blair Jamieson, Cfp®, Cltc at Transcend Advisor Group, including work email, phone, and LinkedIn data when available.

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

Blair Jamieson, Cfp®, Cltc holds Bachelor Of Arts (Ba), English from University Of California, Riverside.

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

Blair Jamieson, Cfp®, Cltc is listed with skills including Sep And Simple Iras, Wealth Accumulation, Term Life Insurance, Disability Income Insurance, Annuities, Asset Allocation, Business Continuation Strategies, and Buy Sell Agreements.

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