Jamison Private Wealth Management, Inc.
Firm details
- Headquarters
- Milton, Georgia
- CRD number
- 109040
- Registered since
- January 14, 2000
- Website
- www.jamisonwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI79.28%
- Individuals11.66%
- Pension & Profit Sharing Plans7.77%
- Corporations / Businesses0.86%
- Charitable Organizations0.41%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Jamison Private Wealth Management, Inc. is an independent, individual‑owned registered investment adviser that registered with the SEC in 2000. The firm serves both individual and family clients as well as institutional clients, offering financial planning and portfolio management services targeted at individuals and small businesses. It operates with a fee model that includes percentage‑of‑AUM billing and hourly charges, and its public filings list accounting among its business activities. Jamison is not positioned as a capital allocator, does not identify as an active ESG investor, and is not listed as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities91%
- US Government Bonds8%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Robert Jamison
Chief Executive Officer, PrincipalCRD 4371603
Contacts
3 of 3
Robert Jamison
Principal & PresidentCRD 4911745
Oscar Spain
Director of Tax and Financial PlanningCRD 4930298
Jack Miller
Wealth AdvisorCRD 7164873
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$48.8M in ETFs
99%
$48M
0%
$732K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 GROWTH ETF (IVW) | BlackRock | Passive | Large Growth | $9.8M | 68,827 | 20.08% |
Location
Milton, GA
Fulton
Location
Milton, GA
Headquartered in Milton, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 12630 Crabapple Rd
- Time zone
- ET (UTC-5)
- Office locations
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