Crystal M. Jamieson

PASADENA PRIVATE WEALTH

Irvine, CA 92618

Some features on this profile are disabled

CRD#: 5109246

Professional summary

Crystal Michelle Jamieson, who also goes by Crystal M Jamieson, Crystal Jamieson, Crystal Michelle Mees, is a registered financial advisor currently at PASADENA PRIVATE WEALTH, LLC located in Irvine, California and GT SECURITIES, INC. located in Los Angeles, California.

Crystal is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Crystal has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Crystal M Jamieson | Crystal Jamieson | Crystal Michelle Mees

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.

1) Name: Booyaa Clothing Position: Owner Nature: Screen printing business. Investment Related: No Hours: 40 Securities Trading Hours: 0 Start Date: 10/5/2023 Address: 1121 E Wakeham Ave, STE H, Santa Ana CA 92705, United States Description: Stack shirts, deliver product, pick up supplies 2) FOOTHILL FOOTBALL BOOSTER CLUB POSITION: Chair for Merchandise NATURE: I have been asked to lead merchandise sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 5/28/2024 ADDRESS: 19251 Dodge Ave, Santa Ana CA 92705, United States DESCRIPTION: Order merchandise and sell merchandise. 3) SELF POSITION: Independent Contractor NATURE: Notary services INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 6/20/2024 ADDRESS: Santa Ana CA 92705, United States DESCRIPTION: Notarizing documents

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Crystal Michelle Jamieson's CRS (Customer Relationship Summary).

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®

None

Experience

Current

June 27, 2025 - Present

PASADENA PRIVATE WEALTH, LLC

Office #1: 9900 Research Drive, Irvine, CA 92618

RIA

CRD#: 295178

Irvine, CA

Current

August 14, 2025 - Present

GT SECURITIES, INC.

Office #1: 12130 Millennium Dr Suite 300, Los Angeles, CA 90094

CRD#: 11025

IRVINE, CA

Past

September 4, 2012 - March 21, 2014

MORGAN STANLEY

CRD#: 149777

RIVERSIDE, CA

Past

December 16, 2011 - July 12, 2012

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

IRVINE, CA

Past

January 15, 2010 - June 11, 2010

MORGAN STANLEY

CRD#: 149777

SANTA ANA, CA

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".

PASADENA PRIVATE WEALTH, LLC

CRD#: 295178 / SEC#: 801-112999

RIA

Registered Investment Advisory firm - (4/27/2018 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.

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

IAR

California
(6/27/2025)

California
(8/14/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/22/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/4/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/14/2010

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

PASADENA PRIVATE WEALTH, LLC

CRD#: 295178 / SEC#: 801-112999

RIA

Registered Investment Advisory firm - (4/27/2018 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

2 North Lake Avenue Suite 520, Pasadena, CA 91101

Mailing Address

Phone number

(626) 993-9300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PASADENA PRIVATE WEALTH PART 2A BROCHURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts	1,843
AUM (Assets Under Management)	$ 1,268,875,503

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Barton Pearce

PARK AVENUE SECURITIES LLC

IAR

IRVINE, CA

Ryan Gallo

LPL FINANCIAL LLC

IAR

FULLERTON, CA

Michael Jensen

FALCON WEALTH PLANNING, INC.

IAR

Irvine, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Crystal M. Jamieson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Crystal Michelle Jamieson's CRS (Customer Relationship Summary).

Certified licenses

Experience

GT SECURITIES, INC.

CENTAURUS FINANCIAL, INC.

CENTAURUS FINANCIAL, INC.

SANCTUARY ADVISORS, LLC

SANCTUARY SECURITIES, INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

D.A. DAVIDSON & CO.

D.A. DAVIDSON & CO.

STIFEL, NICOLAUS & COMPANY, INCORPORATED

STIFEL, NICOLAUS & COMPANY, INCORPORATED

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

MORGAN STANLEY

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

MORGAN STANLEY

Primary Firm SEC Registration

PASADENA PRIVATE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/22/2016

Series 63

Date: 12/4/2012

SIE

Date: 10/1/2018

Series 7

Date: 1/14/2010

FINRA

Current Firm

PASADENA PRIVATE WEALTH, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PASADENA PRIVATE WEALTH, LLC

TRUST BUT VERIFY

Similar Advisors