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Jameson Richard Barrett

Osaic Wealth, Inc.

Saint Cloud, MN

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-06-14
  • MN RA
    APPROVED
    Since 2024-06-14

Branch Locations

1411 W Saint Germain St Ste 250, Saint Cloud, MN 56301-4172 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Llc St Cloud MN 08/2022 03/2024
Self Employed Saint Cloud MN 04/2012 Present
Securities America, Inc. Saint Cloud MN 04/2024 06/2024
Securities America Advisors Saint Cloud MN 04/2024 06/2024
Aerotek Staffing St. Cloud MN 03/2022 08/2022
Capital One St. Cloud MN 01/2014 03/2022
Menards St. Cloud MN 11/2019 11/2020
Osaic Wealth, Inc. Saint Cloud MN 06/2024 Present
Osaic Wealth, Inc. Saint Cloud MN 06/2024 Present
  • 08/2022 → 03/2024
    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
    Saint Cloud, MN
  • 06/2024 → Present
    Saint Cloud, MN
Previous Registrations
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
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-09
  • S66 Uniform Combined State Law Examination
    2024-03-09
Other Names
  • Jamie Barrett

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