Jamie Sue Blum
Investment adviser representative at Osaic Advisory Services, LLC
29 yearsExperience
2 statesRegistered in
$15.5BFirm assets
12 yearsFirm in business
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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
- Pension consulting
- Seminars and workshops
Experience
29 years in the industry.
- Osaic Advisory Services, LLCSep 2023 to now
- Triad AdvisorsJun 2023 to now
- Triad Hybrid SolutionsJun 2023 to now
- Councilor, Buchanan & MitchellJun 2020 to Jun 2023
- Financial Divorce SolutionsFeb 2018 to Jun 2020
- Certified Contractors NetworkMay 2009 to Jun 2020
- Maggio Roofing CoAug 1997 to Apr 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (MD, VA).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 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
- 7010546
- Firm CRD
- 171070