A complete list of active advisors currently associated with Jameson & Griffin Financial

Warmer can help you find a great advisor at Jameson & Griffin Financial or one who fits your needs even better.

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 The firm collects asset‑based advisory fees in advance (withdrawn directly from client accounts), does not participate in wrap fee programs, and has recently discontinued offering insurance sales as part of its business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.

To learn more about the advisors currently working at Jameson & Griffin Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Kyle Hickey	Westerville, OH	11

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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.

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