Jamie Lynn Hanson

Current Employers

Employment History

• 08/2014 → 12/2019
  Cetera Advisor Networks, Llc
  El Segundo, CA
• 12/2019 → 01/2024
  Woodbury Financial Services Inc
  Fitchburg, WI
• 01/2024 → Present
  Osaic Wealth, Inc.
  Fitchburg, WI

Previous Registrations

• 2019-12-06 → 2024-01-19
  Woodbury Financial Services, Inc.
  Naples, FL
  Fitchburg, WI
  Fitchburg, WI
• 2014-08-04 → 2019-12-20
  Cetera Wealth Services, Llc
  Fitchburg, WI
  Madison, WI
  Oak Creek, WI
• 2012-05-21 → 2014-08-26
  Associated Investment Services, Inc.
  Stoughton, WI
  Madison, WI
  Fitchburg, WI
  Madison, WI
  Fitchburg, WI
  Middleton, WI
• 2007-12-12 → 2011-06-28
  Transamerica Financial Advisors, Llc
  Verona, WI
  Sun Prairie, WI
  Rochester, MN

Other Businesses

1. JAMIE HANSON POSITION: Public Notary NATURE: Sole Prop INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/14/2017 ADDRESS: 2960 Triverton Pike Dr #100, Fitchburg WI 53711 DESCRIPTION: I notarize documents of people who are not related to me. 2. JAMIE HANSON POSITION: Co-owner NATURE: Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 08/01/2014 ADDRESS: 2960 Triverton Pike Dr. #100, Fitchburg WI 53711 DESCRIPTION: Sales of fixed insurance products such as life, annuities, and LTC 3. AKAMAI INVESTMENT ADVISORS, SC POSITION: Co-owner and advisor NATURE: Partnership (S Corp) INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 40 START DATE: 08/01/2014 ADDRESS: 2960 Triverton Pike Dr. #100, Fitchburg WI 53711 DESCRIPTION: Financial advisor managing money and consulting for financial planning 4. AKAMAI INDIVIDUAL & GROUP BENEFITS POSITION: Partner NATURE: Health, life, LTC, and disability insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/01/2025 ADDRESS: 2960 Triverton Pike Dr #100, 100, Fitchburg WI 53711, United States DESCRIPTION: Individual and business insurance solutions 5. AKAMAI COLLEGE CONSULTANTS POSITION: Co-owner NATURE: Fee for service late stage (generally high school age) consulting work for parents and students regarding college preparation and planning for overall costs INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 5 START DATE: 08/01/2014 ADDRESS: 2960 Triverton Pike Dr. #100, Fitchburg WI 53711 DESCRIPTION: Explore options for appropriate school choices based on the family's ability to obtain financial aid and loans. 6. AKAMAI TAX SERVICES LLC POSITION: Partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 05/01/2024 ADDRESS: 2960 Triverton Pike Drive, Suite 100, Fitchburg WI 53711 DESCRIPTION: Collecting, compiling, and filing individual taxes 7. MAHALO PROPERTIES LLC POSITION: Member-Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/13/2020 ADDRESS: 2466 Spring Rose Circle, Verona WI 53593 DESCRIPTION: Residential real estate rental property 8. TENACITY ADVISORY GROUP INC POSITION: Affiliated Advisor NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2019 ADDRESS: 2700 Vernon Dr, Green Bay WI 54304 DESCRIPTION: Share Best Practices 9. ALOHA PROPERTIES LLC POSITION: Partner NATURE: Vacation Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2025 ADDRESS: 2960 Triverton Pike Dr #100, 100, Fitchburg WI 53711 DESCRIPTION: manage property

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-12-11
• S63 Uniform Securities Agent State Law Examination
  2007-05-05

Other Names

• Jamie Lynn Leppla