Jamison Private Wealth Management Review

Trust Score 96%
Trust Score info_outline

Last updated: August 6th, 2019. Data source: SEC filings.

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Jamison Private Wealth Management, federally registered in 2000, is a Registered Investment Advisor (RIA) in 8 state(s) with a licensed staff of 3 advisors. Jamison Private Wealth Management manages $307.5 million and provides investment advisory services for 280 clients (1:94 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $0
Average Client Balance $1,098,264
Hybrid Advisor No
Disciplinary History No
Total AUM $307.5 million
Advisor / Client Ratio 1:94
Headquarters Milton, GA
SEC Filings Forms and Brochures    (CRD # 109040)
State(s) Registered AL, FL, GA, LA, NC, OH, SC, TX

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