Blair Allan Jamieson
Investment adviser representative at Transcend Advisor Group, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$253.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Lion Street FinancialAug 2024 to now
- Transcend Advisor Group, LLCJul 2021 to now
- The Leaders Group IncJul 2021 to Jul 2022
- Concierge Financial Partners LLCOct 2020 to Jul 2021
- Principal Life Insurance CompanyJun 2016 to Jul 2021
- Principal Securities IncJun 2016 to Jul 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, WI).
Transcend Advisor Group, LLC
$253.2MAssets managed
360Clients
5Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6056634
- Firm CRD
- 311746