BJ
Bryan E. Jamison
ALLSTATE FINANCIAL ADVISORS
Georgetown, TX 78628-3660
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CRD#: 4154847
BJ
Professional summary
Bryan Eric Jamison is a registered financial advisor currently at ALLSTATE FINANCIAL ADVISORS, LLC located in Georgetown, Texas and ALLSTATE FINANCIAL SERVICES, LLC located in Georgetown, Texas.
Bryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Bryan has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
SHORT TERM RENTAL PROPERTIES POSITION: Managing Member NATURE: Purchasing investment properties to be used as rental properties, mostly short-term rentals but could include some long-term rentals. We plan to use property management companies to manage the properties and collect the rental funds and fees. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 02/11/2022 ADDRESS: 1616 Williams Dr, Georgetown TX 78628, United States DESCRIPTION: Research, oversee purchase and acquisition, help manage day-to-day oversite, bookkeeping and finances. JAMCAM INVESTMENTS LLC POSITION: Managing Member NATURE: Purchasing investment properties to be used as rental properties, mostly short-term rentals but could include some long-term rentals. We plan to use property management companies to manage the properties and collect the rental funds and fees. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 02/11/2022 ADDRESS: 1616 Williams Dr, Georgetown TX 78628, United States DESCRIPTION: Research, oversee purchase and acquisition, help manage day-to-day oversite, bookkeeping and finances. EVERLAKE LIFE INSURANCE POSITION: Agent NATURE: Trailing commissions for life insurance business written prior to Allstate divesting it's life insurance business. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2025 ADDRESS: 1616 Williams Dr, Georgetown TX 78628, United States DESCRIPTION: Servicing these older life insurance policies, as needed. 1616 WILLIAMS DRIVE LLC POSITION: Manager NATURE: Property ownership and management. (I own the building that my agency entity leases from me personally.) INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 05/24/2005 ADDRESS: 1616 Williams Drive, Georgetown TX 78628, United States DESCRIPTION: Maintain building and finances.
CRS (Client Relationship Summary) - RIA
Click below to view Bryan Eric Jamison's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 23, 2018 - Present
ALLSTATE FINANCIAL ADVISORS, LLC
Office #1: 1616 Williams Dr Ste 100, Georgetown, TX 78628-3660RIA
CRD#: 109524
Georgetown, TX
Current
December 4, 2000 - Present
ALLSTATE FINANCIAL SERVICES, LLC
Office #1: 1616 Williams Dr Ste 100, Georgetown, TX 78628-3660Office #2: 930 S Bell Blvd Ste 101, Cedar Park, TX 78613-3973BD
CRD#: 18272
Georgetown, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AF
ALLSTATE FINANCIAL ADVISORS, LLC
ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC
CRD#: 109524 / SEC#: 801-68510
RIA
Registered Investment Advisory firm - (11/21/2007 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Louisiana(11/6/2018)
RR
Texas(12/11/2000)
IAR
Texas(7/23/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AF
ALLSTATE FINANCIAL ADVISORS, LLC
ALLSTATE FINANCIAL ADVISORS LLC | ALLSTATE FINANCIAL ADVISORS, LLC
CRD#: 109524 / SEC#: 801-68510
RIA
Registered Investment Advisory firm - (11/21/2007 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
151 N 8th Street, Suite 450, Lincoln, NE 68508
Mailing Address
151 N 8th Street, Suite 450, Lincoln, NE 68508
Phone number
(877) 232-2142
Established
Firm type
Fiscal year end
# of Employees
337
SEC notice filing (49 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 280 |
| AUM (Assets Under Management) | $ 82,015,793 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
