Blair Allan Jamieson

Current Employers

Employment History

• 06/2016 → 07/2021
  Principal Life Insurance Company
  Wauwatosa, WI
• 06/2016 → 07/2021
  Principal Securities Inc
  Wauwatosa, WI
• 10/2020 → 07/2021
  Concierge Financial Partners Llc
  Mt Pleasant, WI
• 07/2021 → Present
  Transcend Advisor Group
  Mount Pleasant, WI
• 07/2021 → 07/2022
  The Leaders Group Inc
  Littleton, CO
• 08/2024 → Present
  Lion Street Financial
  Austin, TX

Previous Registrations

• 2016-07-21 → 2021-07-20
  Principal Securities, Inc.
  San Jose, CA
  San Jose, CA
  San Jose, CA
  Wauwatosa, WI
• 2015-06-12 → 2016-06-16
  U.S. Bancorp Advisors, Llc
  Saratoga, CA
• 2013-06-11 → 2015-05-14
  Bancwest Investment Services, Inc.
  Palo Alto, CA
  San Jose, CA

Other Businesses

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.

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-10-14
• S66 Uniform Combined State Law Examination
  2013-06-10

Designations