BJ
Brent B. Jamison
THE STRATEGIC FINANCIAL ALLIANCE
DAYTONA BEACH, FL 32119
Some features on this profile are disabled
CRD#: 7510158
BJ
Professional summary
Brent Bruce Jamison, who also goes by Brent Jamison, is a registered financial advisor currently at THE STRATEGIC FINANCIAL ALLIANCE, INC. located in Daytona Beach, Florida and STRATEGIC BLUEPRINT, LLC located in Daytona Beach, Florida.
Brent is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Brent has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brent Jamison
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: Frank Reynolds and Company Position: Employee - W2 Nature: Frank Reynolds & Company is a financial advisement company.Investment Related: Yes Hours: 160 Securities Trading Hours: 160 Start Date: 02/22/2022 Address: 1620 S. Clyde Morris Blvd, Daytona Beach FL 32119, United States Description: My duties are clerical in nature. I take notes during meetings between Frank Reynolds and clients, prepare paperwork resulting from these meetings and assist clients with website navigation and profile setup. 2. Money Magnets 2 Position: Group Facilitator Nature: This is a nonprofit networking group for entrepreneurs to practice business skills, refer potential connections and improve the conditions of small businesses. Hours: 10 Securities Trading Hours: 2 Start Date: 06/24/2025 Address: 6 Squash Blossom TRL, Palm Coast, FL 32164, United States Description: As the facilitator of the group, my duties are to manage the group's meeting agenda, collect contact information for members and guests, track referrals between group members and collect payment of dues to cover expenses of the group.
CRS (Client Relationship Summary) - RIA
Click below to view Brent Bruce 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
December 12, 2022 - Present
THE STRATEGIC FINANCIAL ALLIANCE, INC.
Office #1: 1620 S. Clyde Morris Blvd Suite 300, Daytona Beach, FL 32119RIA
BD
CRD#: 126514
DAYTONA BEACH, FL
Current
August 26, 2025 - Present
STRATEGIC BLUEPRINT, LLC
Office #1: 1620 S. Clyde Morris Blvd., Suite 300, Daytona Beach, FL 32119RIA
CRD#: 284840
Daytona Beach, FL
Current
July 21, 2022 - Present
THE STRATEGIC FINANCIAL ALLIANCE, INC.
Office #1: 1620 S. Clyde Morris Blvd Suite 300, Daytona Beach, FL 32119RIA
BD
CRD#: 126514
DAYTONA BEACH, FL
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".
SB
STRATEGIC BLUEPRINT, LLC
BEE STREET ADVISORY GROUP | THE RETIREMENT COACH | THE BAKER FINANCIAL GROUP | STRATEGIC BLUEPRINT, LLC | SHERPA FINANCIAL ADVISORS | PREHMUS FINANCIAL PARTNERS | OAKPOINT INVESTMENT PARTNERS | MIDWEST WEALTH MANAGEMENT | METAPARADIGM WEALTH MANAGEMENT | LIFE INCOME | LFA PRIVATE WEALTH MANAGEMENT | LEHNER SHOPE WEALTH GROUP | KEEN & POCOCK FINANCIAL PARTNERS | GOODWIN WEALTH | GENCREST CAPITAL PARTNERS | FAMILY WEALTHCARE | DESERT GROVE INVESTMENTS | CORNERSTONE WEALTH MANAGEMENT | COMPASS WEALTH MANAGEMENT | COMPASS FINANCIAL SERVICES | CLARITY FINANCIAL ADVISORS | BOURNE FINANCIAL COACHING | BENKO FINANCIAL SERVICES
CRD#: 284840 / SEC#: 801-108531
RIA
Registered Investment Advisory firm - (10/28/2016 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
Florida(10/24/2022)
IAR
Florida(12/12/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/25/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SB
STRATEGIC BLUEPRINT, LLC
BEE STREET ADVISORY GROUP | THE RETIREMENT COACH | THE BAKER FINANCIAL GROUP | STRATEGIC BLUEPRINT, LLC | SHERPA FINANCIAL ADVISORS | PREHMUS FINANCIAL PARTNERS | OAKPOINT INVESTMENT PARTNERS | MIDWEST WEALTH MANAGEMENT | METAPARADIGM WEALTH MANAGEMENT | LIFE INCOME | LFA PRIVATE WEALTH MANAGEMENT | LEHNER SHOPE WEALTH GROUP | KEEN & POCOCK FINANCIAL PARTNERS | GOODWIN WEALTH | GENCREST CAPITAL PARTNERS | FAMILY WEALTHCARE | DESERT GROVE INVESTMENTS | CORNERSTONE WEALTH MANAGEMENT | COMPASS WEALTH MANAGEMENT | COMPASS FINANCIAL SERVICES | CLARITY FINANCIAL ADVISORS | BOURNE FINANCIAL COACHING | BENKO FINANCIAL SERVICES
CRD#: 284840 / SEC#: 801-108531
RIA
Registered Investment Advisory firm - (10/28/2016 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
2200 Century Parkway Suite 500, Atlanta, GA 30345
Mailing Address
Phone number
(678) 954-4130
Established
Firm type
Fiscal year end
# of Employees
57
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 9,067 |
| AUM (Assets Under Management) | $ 2,671,662,109 |
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.
Company Information
STRATEGIC BLUEPRINT, LLC
CRD#: 284840Daytona Beach, FL 32119TRUST BUT VERIFY
Monitor Brent Jamison
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
