Jamison Private Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$957,183,271
Clients
472
Advisors
4
of 5 employees
About
Jamison Private Wealth Management provides discretionary and non-discretionary portfolio management and general consulting to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations. The firm also offers tax preparation services through representatives who are qualified Certified Public Accountants, a service clients may use but are not required to engage.
JPWM develops individualized investment plans after an initial client review and implements those plans primarily through direct equity selection using fundamental analysis, supplemented by mutual funds, ETFs, fixed income, REITs and other pooled investment vehicles. Its stated strategies include long- and short-term purchases and, when appropriate, short sales and other trading techniques that involve borrowing securities.
What distinguishes JPWM from many peers is the scale of assets it manages relative to its advisory team: the firm oversees roughly $1.05 billion across a small group of advisors, producing unusually high assets per advisor. It also works with pooled investment funds (including REITs and MLPs) and employs trading strategies that can involve borrowing securities, and it discloses in its brochure the firm’s CPA capability to provide in-house tax services.
Client services
Expertise
Fee options
$280 per hour
Minimum fee: JPWM may impose a minimum portfolio value and/or a minimum annual fee; amounts not specified, may be negotiated
Main office
12630 Crabapple Road, Suite 300
Milton GA 30004
Advisors at this office
4
Most active in
Alabama · California · Florida · Georgia · Louisiana · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas
Also doing business as
Diversified Financial Planning Inc · Jamison Private Wealth Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Oscar S
CFP®
Milton, GA
Jamison Private Wealth Management, Inc.
Oscar Spain is a CFP® professional with 17 years of industry experience, currently serving at Jamison Private Wealth Management, Inc. He has been with the firm, formerly known as Diversified Financial Planning, since 2002. Jamison Private Wealth Management offers discretionary and non-discretionary portfolio management and consulting services to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm develops individualized investment plans primarily through fundamental analysis and direct equity selection, supplemented by mutual funds, ETFs, fixed income, and other vehicles, managing approximately $1.05 billion across a small team of advisors.
Robert J
CFP®, Series 66
Milton, GA
Jamison Private Wealth Management, Inc.
Robert Jamison Jr. is a CFP® with 20 years of industry experience, currently serving at Jamison Private Wealth Management, Inc. since 2006. Prior to this, he worked at Citigroup Global Markets for one year. In addition to his advisory role, he was elected mayor of Milton, Georgia, in 2021 and presides over the city council meetings. Jamison Private Wealth Management provides discretionary and non-discretionary portfolio management and consulting services to individuals, institutions, and charitable organizations. The firm develops individualized investment plans focused on direct equity selection and employs a range of trading strategies, managing approximately $1.05 billion across a small advisory team.
Jack M
CFP®, Series 65
Milton, GA
Jamison Private Wealth Management, Inc.
Jack Miller is a CFP® and Series 65 credentialed advisor at Jamison Private Wealth Management, Inc. in Milton, GA, with three years of industry experience. His background includes roles at Homrich Berg Wealth Management and Crossroads Strategy Group LLC, as well as work at the University of Georgia. Jamison Private Wealth Management offers discretionary and non-discretionary portfolio management and consulting services to a range of clients including individuals, pension plans, corporations, trusts, and charitable organizations. The firm emphasizes individualized investment plans, primarily using fundamental analysis for direct equity selection, and manages approximately $1.05 billion in assets across a small advisory team.
Robert J
CFP®
Milton, GA
Jamison Private Wealth Management, Inc.
Robert Jamison is a CFP® professional with 23 years of industry experience. He has been with Jamison Private Wealth Management, Inc., formerly Diversified Financial Planning, since 1998. The firm provides portfolio management and consulting services to a range of clients including individuals, pension plans, corporations, and charitable organizations. Jamison Private Wealth Management offers individualized investment plans primarily through direct equity selection and supplements them with other investment vehicles, managing approximately $1.05 billion across a small advisory team.
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