Matthew Conor Jamieson

Current Employers

Employment History

• 01/2011 → Present
  M Holdings Securities Inc
  Portland, OR
• 07/2011 → Present
  Jamieson Financial Services, Llc
  Northfield, IL
• 01/2023 → Present
  Jamieson Financial Services, Llc
  Northfield, IL
• 07/2011 → 01/2023
  Jamieson Financial Services, Llc
  Northfield, IL

Other Businesses

1) Jamieson Financial Services, LLC; 1 Northfield Plaza Ste 430, Northfield IL 60093; Fixed Insurance Products, Life, Disability, LTC, Employee Benefits; Investment related; President; Sales & service; 12/1/2019; 175 hours per month; 175 hours per month during business hours. 2) Jamieson and Associates, Ltd.; 1 Northfield Plaza, Suite 430, Northfield, IL 60015; Fixed Insurance Products; Investment Related; President; Case design, sales and service of fixed insurance products; 01/01/2012; 160 hours per month; 160 hours per month during business hours. 3) Jamieson Financial - Life Settlement Broker; 1 Northfield Plaza, Suite 430, Northfield, IL 60093; Life Settlement Broker; Investment Related; Vice President; Broker Life Settlements; 11/1/2019; 8 hours per month; 8 hours per month during business hours. 4) Greater North Shore Estate & Financial Planning Council; 1018 West Madison, Suite 9, Chicago, IL 60607; 06/04/2021; Board Member; Recruit and interview potential members of the group; Not Investment Related; 5 hours/month; 5 hours/month during business hours; Expense Reimbursement. 5) Cherry Scholarship Fund; P.O. Box 0944 Evanston, IL 60204; Scholarship Fund; Not Investment Related; Committee member; Help to organize meetings, invite people, ask for donations and fundraise; 07/01/2023; 2 hours per month; 1 hour per month during trading hours. 6) Buy Sell, LLC; 1 Northfield Plaza Ste 430, Northfield, IL 60093; Administrative oversight for buy-sell agreements; Not investment related; Founder & Managing Member; Oversee business operations, service delivery, and professional advisor relationships for BuySell LLC, including diagnostic reviews, ongoing premium and ownership tracking, advisor coordination, and entity compliance administration; 3/4/2026; 15 ho/mo; 5 ho/mo during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-02-13
• S63 Uniform Securities Agent State Law Examination
  2012-10-13

Other Names

• Matthew Conor Jamieson