Jameson & Griffin Financial

Overview

Jameson & Griffin Financial is a small, single-office advisory practice that manages portfolios for individuals and families and provides portfolio management for small businesses. The firm operates as a sole proprietorship and charges advisory fees based on a percentage of assets under management. Its mandate centers on equity-oriented portfolios, with a clear preference for exchange-traded products as the core allocation. The firm does not identify as an active ESG investor and does not market itself as a multi-state advisory platform. Investment activity is concentrated and straightforward: the firm builds client portfolios around equity exposure, supplemented with mutual funds where appropriate. Advisory work appears focused on direct portfolio management rather than larger institutional or pension consulting relationships, and the firm does not act as a third-party capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices