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Jamison Imhoff

Advisor at HBW Advisory Services LLC

Updated today

Location

Mayfield, KY

Credentials

Series 63, Series 65

Industry experience

12 years

About

Jamison Imhoff is a financial advisor at HBW Advisory Services LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Elite Marketing Group and Cetera Advisor Networks. Outside of his advisory roles, he is the owner and creator of an internet podcast focused on gaming and entertainment called URGE (Under Raided Gaming Entertainment). HBW Advisory Services manages approximately $1.75 billion in client assets, providing financial planning, asset management, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm uses a blended investment approach with third-party money managers, model portfolios, and AI tools for operational efficiency, serving a diverse client base including institutional and intermediary relationships.

Client services

Based on HBW Advisory Services LLC

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on HBW Advisory Services LLC

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Up to $10,000 fixed rate for combined ongoing financial planning and asset management services; up to $2,500 fixed fee for financial planning services.

Percentage

$0+: up to 2.00% $0+: up to 1.50% (Online Portfolio Management via Betterment LLC) $0+: 0.35% (Sub-advisory services to Midland National Life Insurance Co)

Commissions

Commission-based compensation received by registered representatives for sales of securities and insurance products, separate from advisory fees.

Project-based

Up to $300 per hour for financial planning and consulting services.

Location

Mayfield, KY

Most active in

Kentucky · Michigan

Work history

Elite Marketing Group

2018 - 2019 (1 year)

HBW Advisory Services LLC

2017 - Present (9 years)

Blue Diamond Financial Coaching LLC

2017 - Present (9 years)

Cetera Advisor Networks Llc

2017 - 2023 (6 years)

HBW Tax Partners Services LLC

2016 - 2018 (2 years)

Jamison Imhoff

2014 - 2019 (5 years)

HBW Securities LLC

2014 - 2017 (3 years)

Hbw Insurance & Financial Services, Inc.

2012 - Present (14 years)

Blue Diamond Financial Solutions

2012 - Present (14 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michelle N

CFP®, Series 65

Mayfield, KY

Fire Wealth Management, LLC

Michelle Neiswender is a CFP® and Series 65-licensed advisor with 14 years of industry experience. She is the principal of Fire Wealth Management, LLC and also operates Focused Tax Partners, LLC, a tax preparation business. Her prior work includes over a decade at Fox & Company Wealth Management. Fire Wealth Management, LLC is a fee-only advisory serving individuals, pension and profit-sharing plans, corporations, and business entities, with a focus on medical professional families. The firm emphasizes long-term, passive investment strategies primarily using mutual funds and ETFs, and offers specialized 401(k) liaison services for small business clients.

Retirement income strategy Roth conversion strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Doctor or Medical Professional Established Professionals
user avatar

Pamela T

Series 66

Mayfield, KY

Edward Jones

Pamela Towery is a financial advisor with Edward Jones in Mayfield, KY, holding a Series 66 designation and 26 years of experience at the firm. Outside of her advisory role, she has been involved with a yoga and activewear business under Towery Enterprises LLC, though she has not started teaching yoga. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products supported by a large national network of financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Edward F

Series 63, Series 66

Mayfield, KY

Edward Jones

Edward Fitz Gerald is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and 36 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1989. Outside of his advisory role, he has ownership interests in a farm and an aviation business in Kentucky. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Rodney N

Series 63, Series 66

Mayfield, KY

Edward Jones

Rodney Nance is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2011. Outside of his advisory work, he is a musician who sings and plays guitar in a local band in Springville, KY. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management Business ownership considerations General estate planning guidance Attorney

Justin R

Series 66

Mayfield, KY

Edward Jones

Justin Ray is a Series 66 licensed financial advisor with Edward Jones in Mayfield, KY, where he has worked since 2011. He has 14 years of industry experience. Outside of advising, he owns Spring Ray Farm, LLC, where he maintains a farm and cares for livestock, and he is a 25% owner of a plane through Stellar Aviation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers various advisory strategies and maintains a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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