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 independently owned registered investment adviser that has been SEC-registered since 2000. The firm operates as a corporation and serves both individual & family clients and institutional relationships, with a stated focus on financial planning and portfolio management for individuals and small businesses. Its fee model is a mix of percentage-of-AUM billing and hourly charges. Jamison identifies accounting among its business activities and does not present itself as an active ESG investor or 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 30Active vs passive
$33.6M in ETFs
98%
$33M
0%
$673K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES SILVER TRUST (SLV) | BlackRock | Passive | Commodities Focused | $6.5M | 96,094 | 19.46% |
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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