Jamison Private Wealth Management, Inc.

Jamison Private Wealth Management, Inc. (CRD# 109040) is a financial advisory firm headquartered in Milton, GA. They manage $665,772,969 in 1,050 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
12630 Crabapple Road, Suite 300, Milton, GA 30004
https://jamisonwealth.com
By the Numbers
  • Total Assets Under Management
    666
    MILLION
  • Total Number of Accounts
    1,050
    ACCOUNTS
  • Average Account Value
    $634,069
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CA, FL, GA, LA, NC, OH, PA, SC, TN, TX

Financial Advisors at Jamison Private Wealth Management, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Robert Jamison, financial advisor Alpharetta GA
Robert P. Jamison
CRD#: 4371603
3600 Mansell Road, Suite 575, Alpharetta, GA 30022

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.

2
Robert Jamison, financial advisor Alpharetta GA
Robert P. Jamison
CRD#: 4911745
3600 Mansell Road, Suite 575, Alpharetta, GA 30022

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.

3
Oscar Spain, financial advisor Alpharetta GA
Oscar J. Spain
CRD#: 4930298
3600 Mansell Road, Suite 575, Alpharetta, GA 30022

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.

4
Jack Miller, financial advisor Milton GA
Jack Miller
CRD#: 7164873
12630 Crabapple Road, Suite 300, Milton, GA 30004

Jack Miller (CRD# 7164873) is an Investment Advisor Representative working at Jamison Private Wealth Management, Inc. in Milton, GA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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