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Mathew W
Series 65
Salem, OR
JH Advisors
Mathew Wynn is a financial advisor at JH Advisors with five years of industry experience. He holds a Series 65 designation and has worked previously at Green Newton Jamison from 2014 to 2022. JH Advisors provides discretionary and nondiscretionary investment management, financial planning, retirement plan advisory, and consulting services to individuals, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm follows an evidence-based investment approach grounded in Modern Portfolio Theory, focusing on passive, asset-class allocations, low turnover, and a buy-and-hold strategy.
Steven J
CFP®, Series 65
Salem, OR
JH Advisors
Steven Jamison is a CFP® and Series 65-registered advisor with 17 years of industry experience. He is a partner and owner of Jamison Hanson LLC, an accounting firm, in addition to his role at JH Advisors. His prior experience includes positions at Green Newton Jamison, LLP and Green Wealth Management, LLC. JH Advisors provides investment management, financial planning, retirement-plan consulting, and limited financial consulting to individuals, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm employs an evidence-based investment approach focused on diversified, passive asset-class funds and uses independent fixed-income managers and technology solutions for tax-aware allocation and rebalancing.
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