A complete list of active advisors currently associated with Jamison Private Wealth Management, Inc.

Warmer can help you find a great advisor at Jamison Private Wealth Management, Inc. or one who fits your needs even better.

Jamison Private Wealth Management provides discretionary and non-discretionary portfolio management and general consulting to individuals (including high-net-worth clients), pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm also offers tax preparation services and notes that its representatives are qualified as Certified Public Accountants. JPWM constructs individualized investment plans using fundamental analysis for individual stocks and a mix of common stocks, mutual funds, ETFs and fixed income, implementing strategies that include long-term holdings, short-term trades and short sales. As of January 21, 2026, the firm managed roughly $997.1 million on a discretionary basis and $55.5 million non-discretionary, yielding a relatively large asset base per advisor for a four-advisor team. Distinctive elements in the brochure include an explicit discussion of short sales (which involve borrowing securities) and the firm’s use of pooled investment vehicles such as REITs and MLPs, along with commentary on risks from foreign securities and service providers’ use of artificial intelligence. The brochure also states that JPWM does not utilize a written client agreement, instead documenting arrangements verbally, and provides ancillary consulting and tax services alongside portfolio management.

To learn more about the advisors currently working at Jamison Private Wealth Management, Inc., 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.