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Brent Jamison

Advisor at The Strategic Financial Alliance, Inc.

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The Strategic Financial Alliance, Inc. logo

Firm

The Strategic Financial Alliance, Inc.

Location

Daytona Beach, FL 32119

Credentials

Series 66

Industry experience

3 years

About

Brent Jamison is a financial advisor at Strategic Blueprint, LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at The Strategic Financial Alliance, Inc. and Frank Reynolds & Company. Outside of his advisory roles, Brent facilitates a nonprofit networking group called Money Magnets 2, which supports entrepreneurs in developing business skills and fostering connections. Strategic Blueprint, LLC is an enterprise firm with 52 advisors, serving clients through a collaborative investment approach tailored to diverse financial needs.

Client services

Based on The Strategic Financial Alliance, Inc.

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on The Strategic Financial Alliance, Inc.

Wealth management

Occupation focus

Based on The Strategic Financial Alliance, Inc.

Founder/Business Owner Executive

Fee options

Fixed

Flat fees up to $10,000 for financial planning; Annual flat fee for Subscription Advisory Services (negotiable, billed quarterly or monthly)

Percentage

$0+: up to 2.0% total advisory fee (including third-party fees); Orion Portfolio Solutions tiered admin fee 0.45% to 0.08%, strategist fees 0.10% - 0.20%, trading and custody fees 0.10% - 0.20%, plus $25 or $50 annual account maintenance fee (may be waived) Not specified+: C-Share Mutual Fund Management Program: 1% annual fee deducted by mutual fund company

Commissions

Commissions and 12b-1 fees may be earned on implementation of financial plans and certain securities and insurance products

Project-based

Up to $500 per hour for financial planning and consultation services

Subscriptions

Subscription Advisory Services Program offers an annual flat fee (negotiable), billed quarterly or monthly, excluding asset management fees

Other

Account minimum: $25,000 Fee-only: Financial planning and consultation fees negotiated; up to $10,000 flat fee, or $500/hour, or annual management fee of 2% of asset value; fees may be negotiated higher depending on complexity

Location

1620 S. Clyde Morris Blvd, Suite 300

Daytona Beach, FL 32119

Most active in

Florida

Work history

Strategic Blueprint, LLC

2025 - Present (1 year)

The Strategic Financial Alliance, Inc.

2022 - Present (4 years)

Frank Reynolds & Company

2022 - Present (4 years)

The Strategic Financial Alliance, Inc.

2022 - 2022 (1 year)

PCMD Management, Inc dba Subway

2011 - 2021 (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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