JH Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$180,636,128
Clients
122
Advisors
2
of 4 employees
About
JH Advisors provides investment management, financial planning, retirement‑plan consulting, and limited financial consulting to individuals (including high‑net‑worth and non‑HNW clients), qualified retirement plans, trusts, charitable organizations, and small businesses. The firm reports discretionary management of about $212 million in assets and serves a modest client base through two advisors.
The firm’s investment approach is evidence‑based and grounded in Modern Portfolio Theory, favoring diversified, low‑turnover, passive asset‑class mutual funds and ETFs with a buy‑and‑hold orientation while retaining individual equities in select cases for tax or personal reasons. JH Advisors also uses independent fixed‑income managers (for example, Focus Partners Advisor Solutions and DFA) and third‑party technology such as Pontera Solutions to implement discretionary, tax‑aware allocation and opportunistic rebalancing for held‑away accounts like 401(k)s and 529 plans.
Distinctively, JH Advisors is affiliated with an accounting firm, Jamison Hanson LLC, under the same holding company and includes licensed accountants among its personnel, with a firm principal devoting approximately 60% of their time to accounting firm activities; the advisory and accounting practices operate as separate businesses but may cross‑refer clients. The firm also occasionally offers public seminars and workshops on investing and retirement topics and uses tools such as the Flourish Cash aggregation service for cash management and reporting.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees generally range from $95 to $695 per month, paid monthly in advance
$0 - $500,000: 1.25% $500,000 - $1,000,000: 0.90% $1,000,000 - $2,000,000: 0.70% $2,000,000 - $3,000,000: 0.60% $3,000,000 - $5,000,000: 0.55% $5,000,000+: 0.50%
$75 - $2,295 per hour, minimum fee $1,000
Account minimum: $500,000 Minimum fee: $5,000.00 minimum annual fee, may be waived at discretion
Main office
1564 Commercial St. SE
Salem OR 97302
Advisors at this office
2
Most active in
California · Hawaii · Oregon · Utah · Washington
Also doing business as
Green Newton Jamison · Green Wealth Management, LLC · Jamison Hanson Advisors LLC · Jh Advisors
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
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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