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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Blum is a registered investment advisor representative with Osaic Advisory Services, LLC. Jamie is based in Atlanta, GA and is licensed in Maryland and Virginia. Jamie has been in the financial industry since 2009 and has a strong background in financial planning, particularly in the area of divorce financial planning. Jamie also serves as President-Elect of the DC Academy of Collaborative Professionals, a non-profit organization that provides education and networking for professionals who are trained in Collaborative Divorce.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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GA
09/14/2023 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
IA
Issued 09/14/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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