Jamie Sue Blum

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2023 → Present
  Triad Advisors
  Norcross, GA
• 06/2023 → Present
  Triad Hybrid Solutions
  Norcross, GA
• 06/2020 → 06/2023
  Councilor, Buchanan & Mitchell
  Bethesda, MD
• 02/2018 → 06/2020
  Financial Divorce Solutions
  Bethesda, MD
• 05/2009 → 06/2020
  Certified Contractors Network
  Takoma Park, MD
• 08/1997 → 04/2017
  Maggio Roofing Co
  Takoma Park, MD

Other Businesses

1)Argent Bridge Advisors;investment related;8045 Leesburg Pike,Suite 250,Vienna,VA 22182;multi-member llc;director,divorce financial planning;6/15/2023;130 hrs/month;20 hrs during trading;manage divorce planning team,supporting business exit planning,mentoring and offering subject matter expertise to the team,hourly consulting fee servicing for divorce planning clients 2) DC Academy of Collaborative Professional;Investment related: no; 1666 Connecticut Avenue, Washington, DC 20009; Nature or Structure of Business: Non-profit organization; Position: President-Elect (board member); Start date: 07/01/2023; hours per month: 2; securities trading hours 2; Duties: Attend board meetings to discuss the membership and educational meetings provided by the organization. This organization provides education and networking for professionals who are trained in Collaborative Divorce.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-09-14

Other Names

• Jamie Siegal