Robert Jamison (CRD# 4911745) is an Investment Advisor Representative working at Jamison Private Wealth Management, Inc. in Alpharetta, GA and has over 18 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jamison Private Wealth Managment, Inc (formerly Dfp) | Alpharetta, GA | May 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2005 |
- GA
-
Total Assets Under Management666MILLIONS
-
Total Number of Accounts1,050ACCOUNTS
-
Average Account Value$634,069
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, CA, FL, GA, LA, NC, OH, PA, SC, TN, TX
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