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JAMISON PRIVATE WEALTH MANAGEMENT, INC.
CRD 109040 · SEC 801-57167
12630 CRABAPPLE ROAD, SUITE 300, MILTON, GA, 30004, United States
Phone
678-323-3454
Fax
678-323-3455
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.05B
Discretionary AUM
$997.1M
Team
5 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-02-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 285 | $122.7M |
| High net worth individuals | 187 | $834.4M |
| Pooled investment vehicles | 1 | $187K |
| Pension/profit sharing plans | 26 | $81.8M |
| Charitable organizations | 17 | $4.4M |
| Corporations/business entities | 18 | $9.1M |
States served
AL, CA, GA, LA, NC, OH, PA, SC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD