Jameson & Griffin Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Jameson & Griffin Financial is a sole‑proprietorship registered investment adviser that provides ongoing portfolio management to individual and high‑net‑worth clients, preparing individualized investment policy statements and handling asset allocation, security selection, and regular portfolio monitoring. The firm reports managing approximately $21 million across roughly 83 client accounts and offers both discretionary and non‑discretionary services with no stated account minimum.
The firm’s investment approach is grounded in modern portfolio theory and a long‑term trading strategy, with clients’ risk tolerances, time horizons, and tax considerations documented in each investment policy statement. It generally seeks discretionary trading authority to implement allocations and performs at least quarterly reviews, with quarterly reporting provided via the custodian.
Distinctive operational features include a requirement that clients custody accounts at Schwab Institutional and disclosed access to Schwab’s institutional trading, research, and related services, which the firm notes may provide soft‑dollar benefits. The firm collects asset‑based advisory fees in advance (withdrawn directly from client accounts), does not participate in wrap fee programs, and has recently discontinued offering insurance sales as part of its business activities.
Client services
Expertise
Fee options
1.00% annually
Main office
Westerville OH
Advisors at this office
1
Most active in
Ohio
Also doing business as
Hickey, Kyle · Jameson & Griffin Financial · Jameson And Griffin Financial
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)