Jameson Richard Barrett

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 08/2022 → 03/2024
  Ameriprise Financial Services, Llc
  St Cloud, MN
• 04/2012 → Present
  Self Employed
  Saint Cloud, MN
• 04/2024 → 06/2024
  Securities America, Inc.
  Saint Cloud, MN
• 04/2024 → 06/2024
  Securities America Advisors
  Saint Cloud, MN
• 03/2022 → 08/2022
  Aerotek Staffing
  St. Cloud, MN
• 01/2014 → 03/2022
  Capital One
  St. Cloud, MN
• 11/2019 → 11/2020
  Menards
  St. Cloud, MN
• 06/2024 → Present
  Osaic Wealth, Inc.
  Saint Cloud, MN
• 06/2024 → Present
  Osaic Wealth, Inc.
  Saint Cloud, MN

Previous Registrations

• 2024-04-04 → 2024-06-14
  Securities America Advisors, Inc.
  Saint Cloud, MN
• 2024-03-12 → 2024-04-04
  Ameriprise Financial Services, Llc
  St. Cloud, MN

Other Businesses

1. INDEPENDENT CONTRACTOR-UMPIRE POSITION: Umpire NATURE: Baseball umpire for high school, college and amateur teams that are local to the Saint Cloud area. INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 04/02/2012 ADDRESS: 12453 Old Collegeville Rd, Saint Joseph MN 56374, United States DESCRIPTION: umpire games that are assigned to me by an association assigner. 2. GRANITE FINANCIAL LLC POSITION: Paraplanner NATURE: We do insurance, investments, LTC contracts, and general support of the financial advisor. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/02/2024 ADDRESS: 1411 W. St. Germain St., Suite 250, St Cloud MN 56301, United States DESCRIPTION: I support the financial advisor as back-office support and paraplanning. I do not provide advice to clients. 3. GRANITE FINANCIAL POSITION: Notary NATURE: n/a INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2025 ADDRESS: 1411 W St Germain St, Ste 250, St Cloud MN 56301, United States DESCRIPTION: Notarize documents for clients in our office when appropriate.

Exams

• S66 Uniform Combined State Law Examination
  2024-03-09

Other Names

• Jamie Barrett