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JH ADVISORS
JAMISON HANSON ADVISORS LLC
CRD 139587 · SEC 801-113286
1564 COMMERCIAL ST. SE, SALEM, OR, 97302, United States
Phone
503.391.1040
Fax
503.391.7149
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$212.0M
Discretionary AUM
$212.0M
Team
4 total employees; 4 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 64 | $23.9M |
| High net worth individuals | 58 | $156.7M |
| Pension/profit sharing plans | 19 | $28.1M |
| Charitable organizations | 1 | $2.9M |
| Corporations/business entities | 3 | $488K |
States served
CA, OR, UT, WA, HI
All web addresses on file
Official SEC filing: View on IAPD