Blair A. Jamieson

TRANSCEND ADVISOR GROUP

Milwaukee, WI 53202

Some features on this profile are disabled

CRD#: 6056634

Professional summary

Blair Allan Jamieson, CFP® is a registered financial advisor currently at TRANSCEND ADVISOR GROUP, LLC located in Milwaukee, Wisconsin.

Blair is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Blair has worked at 7 firms and has passed the Series 63, Series 66, Series 6TO, SIE, Series 7, Series 6, Series 51 and Series 24 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.

Mr. Jamieson is an independent insurance agent through Transcend Insurance Group in which he sells insurance products including annuities. He spends approximately 10 hours a week during market and non-market hours on this endeavor. He also is a member of Benefit Funding Services/FFR, an organization that assists insurance agents in writing insurance policies for clients. He spends approximately 10 hours a month with this activity. Last, he is also a 1/3 owner in Spicey Badger LLC, a commercial rental property in Milwaukee, Wisconsin. He spends approximately one hour a month on this endeavor.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Blair Allan 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®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

July 14, 2021 - Present

TRANSCEND ADVISOR GROUP, LLC

Office #1: 311 E Chicago Street Suite 210, Milwaukee, WI 53202

RIA

CRD#: 311746

Milwaukee, WI

Past

October 16, 2024 - February 6, 2025

LION STREET FINANCIAL, LLC

CRD#: 165828

Milwaukee, WI

Past

July 30, 2021 - July 6, 2022

THE LEADERS GROUP, INC.

CRD#: 37157

SUMMIT, NJ

Past

July 21, 2016 - July 20, 2021

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

WAUWATOSA, WI

Past

June 16, 2016 - July 20, 2021

PRINCIPAL SECURITIES, INC.

CRD#: 1137

WAUWATOSA, WI

Past

June 12, 2015 - June 16, 2016

U.S. BANCORP ADVISORS, LLC

RIA

CRD#: 14455

SUNNYVALE, CA

Past

June 12, 2015 - June 16, 2016

U.S. BANCORP ADVISORS, LLC

CRD#: 14455

SUNNYVALE, CA

Past

June 11, 2013 - May 14, 2015

BANCWEST INVESTMENT SERVICES, INC.

RIA

CRD#: 29357

SAN JOSE, CA

Past

October 18, 2012 - May 14, 2015

BANCWEST INVESTMENT SERVICES, INC.

CRD#: 29357

SAN JOSE, CA

Past

June 4, 2012 - October 24, 2012

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

RIVERSIDE, 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".

TRANSCEND ADVISOR GROUP, LLC

CRD#: 311746 / SEC#: 801-120108

RIA

Registered Investment Advisory firm - (3/2/2021 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.

Highlighted states indicate IAR registrations

IAR

California
(11/18/2021)

IAR

Wisconsin
(7/14/2021)

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.

Exams

State Security Law Exam

Series 63

Date: 10/14/2024

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 66

Date: 6/10/2013

Uniform Combined State Law Examination

General Industry/Product Exam

Series 6TO

Date: 10/16/2024

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/21/2013

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/1/2012

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 51

Date: 8/8/2018

Municipal Fund Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 4/20/2018

General Securities Principal Examination

Current Firm

TRANSCEND ADVISOR GROUP, LLC

CRD#: 311746 / SEC#: 801-120108

RIA

Registered Investment Advisory firm - (3/2/2021 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

311 E Chicago Street Suite 210, Milwaukee, WI 53202

Mailing Address

1500 Main Street, Union Grove, WI 53182

Phone number

(262) 884-9983

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2A BROCHURE TRANSCEND 8.25 (8/19/2025)

2B BROCHURE EICHNER 8.25 (8/19/2025)

2B BROCHURE CLAUSSEN 9.24 (3/14/2025)

2B BROCHURE RAUSCH 10.23V1 (3/14/2025)

2B BROCHURE JAMIESON 03.23 (3/14/2025)

2B BROCHURE OBRIEN 4.24 (3/14/2025)

Regulatory assets under management

Total Number of Accounts	764
AUM (Assets Under Management)	$ 206,601,562

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

Shelly Wohler

INDEPENDENT FINANCIAL PARTNERS

IAR

Brookfield, WI

Casey Berrall

BKM WEALTH MANAGEMENT

IAR

Brookfield, WI

Carson Biber

DRAKE & ASSOCIATES, LLC

IAR

WAUKESHA, WI

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Blair A. Jamieson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Blair Allan Jamieson's CRS (Customer Relationship Summary).

Certified licenses

Experience

LION STREET FINANCIAL, LLC

THE LEADERS GROUP, INC.

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

U.S. BANCORP ADVISORS, LLC

U.S. BANCORP ADVISORS, LLC

BANCWEST INVESTMENT SERVICES, INC.

BANCWEST INVESTMENT SERVICES, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

TRANSCEND ADVISOR GROUP, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/14/2024

Series 66

Date: 6/10/2013

Series 6TO

Date: 10/16/2024

SIE

Date: 10/1/2018

Series 7

Date: 3/21/2013

Series 6

Date: 6/1/2012

Series 51

Date: 8/8/2018

Series 24

Date: 4/20/2018

Current Firm

TRANSCEND ADVISOR GROUP, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRANSCEND ADVISOR GROUP, LLC

TRUST BUT VERIFY

Similar Advisors