Jameson Barrett (CRD# 7628173) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Saint Cloud, MN and has 1 year of experience in the finance industry.
CRD# 1798616
Primerica Advisors
CRD# 1185989
Valmark Advisers, Inc.
CRD# 6032657
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Saint Cloud, MN | Jun 2024 - Current | < 1 |
| Osaic Wealth, Inc. | Saint Cloud, MN | Jun 2024 - Current | < 1 |
| Self Employed | Saint Cloud, MN | Apr 2012 - Current | 12 |
| Securities America, Inc. | Saint Cloud, MN | Apr 2024 - Jun 2024 | < 1 |
| Securities America Advisors | Saint Cloud, MN | Apr 2024 - Jun 2024 | < 1 |
| Ameriprise Financial Services, LLC | St Cloud, MN | Aug 2022 - Mar 2024 | 1 |
| Aerotek Staffing | St. Cloud, MN | Mar 2022 - Aug 2022 | < 1 |
| Capital One | St. Cloud, MN | Jan 2014 - Mar 2022 | 8 |
| Menards | St. Cloud, MN | Nov 2019 - Nov 2020 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- MN
-
Total Assets Under Management94,558MILLIONS
-
Total Number of Accounts437,201ACCOUNTS
-
Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.