THE JAMISON EDWARD GROUP

Overview

The Jamison Edward Group is an independent registered investment adviser operating as a limited liability company and owned by an individual. Its client base is focused on individuals and families, and the firm combines investment management with insurance brokerage and financial planning. Advisory services listed include financial planning, portfolio management for individuals and small businesses, along with producing periodicals or newsletters and running educational seminars or workshops. Fee arrangements are flexible—percentage of AUM, hourly, fixed fees, and other structures are used. The firm does not describe itself as an ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices