Jamison David Imhoff
Advisor at HBW Advisory Services LLC — Mayfield, KY
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
12 years
Location
Mayfield, KY
HBW Advisory Services LLC
Multi-team
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.
Based on HBW Advisory Services LLC
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.
$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)
Commission-based compensation received by registered representatives for sales of securities and insurance products, separate from advisory fees.
Up to $300 per hour for financial planning and consulting services.
Mayfield, KY
Mayfield KY
Advisors at this office
1
Kentucky · Michigan
12 years of industry experience
Elite Marketing Group
2018 - 2019 • 1 year
Houston, TX
HBW Advisory Services LLC
2017 - Present • 9 years
Simi Valley, CA
Blue Diamond Financial Coaching LLC
2017 - Present • 9 years
Mayfield, KY
Cetera Advisor Networks Llc
2017 - 2023 • 6 years
El Segundo, CA
HBW Tax Partners Services LLC
2016 - 2018 • 2 years
Mayfield, KY
Jamison Imhoff
2014 - 2019 • 5 years
Mayfield, KY
HBW Securities LLC
2014 - 2017 • 3 years
Simi Valley, CA
Hbw Insurance & Financial Services, Inc.
2012 - Present • 14 years
Mayfield, KY
Blue Diamond Financial Solutions
2012 - Present • 14 years
Lansing, MI
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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