| Name | Title | Ownership | Since |
|---|---|---|---|
| Oscar Joe Spain Control | Chief Compliance Officer | Under 5% | 2004 |
| Robert Peyton Jamison Control | President | Over 75% | 1988 |
| Robert Peyton Jamison Control | Manager | 10-25% | 2006 |
Jamison Private Wealth Management, Inc. reports $851.3 million in regulatory assets under management on its Form ADV.
Jamison Private Wealth Management, Inc. reports 4 employees.
Jamison Private Wealth Management, Inc. is based in Milton, GA and has been SEC-registered since 2000.
Jamison Private Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 12630 Crabapple Road, Suite 300, Milton, GA 30004 |
| Phone | 678-323-3454 |
| Fax | 678-323-3455 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $840.5M |
| Non-discretionary | $10.8M |
| Total (RAUM) | $851.3M |