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 registered investment advisor that has been SEC-registered since 2000 and is owned by an individual. The firm serves both high-net-worth individuals and family clients as well as some institutional relationships, with primary advisory activities centered on financial planning and portfolio management for individuals and small businesses. It operates with a mixed fee model—charging a percentage of assets under management as well as hourly fees—and lists accounting among its business activities. Jamison does not identify as an ESG investor, is not a capital allocator, and is not structured as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 35Active vs passive
$48.6M in ETFs
99%
$47.9M
0%
$729K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 GROWTH ETF (IVW) | BlackRock | Passive | Large Growth | $9.4M | 68,611 | 19.41% |
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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