Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamison? Claim Your ProfileJamison Dean Edlund is a financial advisor who has been in the industry since 2002. Jamison is currently registered with Raymond James Financial Services Advisors, Inc. and has previously worked with LPL Financial LLC, Stifel, Nicolaus & Company, Incorporated, Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc.. Jamison has several designations including Certified Financial Planner. Jamison holds Series 7, Series 63, Series 65 and SIE licenses.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MN
09/13/2021 - Present
Raymond James Financial Services Advisors, Inc. (DELANO MN)
MN
11/02/2017 - 03/13/2019
LPL FINANCIAL LLC (DELANO MN)
MN
10/23/2009 - 11/02/2017
STIFEL, NICOLAUS & COMPANY, INCORPORATED (MINNEAPOLIS MN)
MN
01/01/2008 - 10/29/2009
WELLS FARGO ADVISORS, LLC (BLOOMINGTON MN)
MN
08/06/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (EDINA MN)
IA
Issued 02/22/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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