Jamison Private Wealth Management, Inc.

Jamison Private Wealth Management, Inc. (CRD# 109040) is a financial advisory firm headquartered in Alpharetta, GA. They manage $220,100,000 in 596 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    220
    MILLION
  • Total Number of Accounts
    596
    ACCOUNTS
  • Average Account Value
    $369,295
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, FL, GA, LA, NC, SC, TX

Financial Advisors at Jamison Private Wealth Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Robert P. Jamison
CRD#: 4911745
3600 Mansell Road, Suite 575, Alpharetta, GA 30022
93
Wealthminder
score

Robert Jamison (CRD# 4911745) is an Investment Advisor Representative working at Jamison Private Wealth Management, Inc. in Alpharetta, GA and has over 11 years of experience in the finance industry.

2
Robert P. Jamison
CRD#: 4371603
3600 Mansell Road, Suite 575, Alpharetta, GA 30022
90
Wealthminder
score

Robert Jamison (CRD# 4371603) is an Investment Advisor Representative working at Jamison Private Wealth Management, Inc. in Alpharetta, GA and has 1 year of experience in the finance industry. Robert Jamison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Oscar J. Spain
CRD#: 4930298
3600 Mansell Road, Suite 575, Alpharetta, GA 30022
90
Wealthminder
score

Oscar Spain (CRD# 4930298) is an Investment Advisor Representative working at Jamison Private Wealth Management, Inc. in Alpharetta, GA and has 1 year of experience in the finance industry. Oscar Spain has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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