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JH ADVISORS

JAMISON HANSON ADVISORS LLC

CRD 139587 · SEC 801-113286

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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

TypeClientsAUM
Individuals64$23.9M
High net worth individuals58$156.7M
Pension/profit sharing plans19$28.1M
Charitable organizations1$2.9M
Corporations/business entities3$488K

States served

CA, OR, UT, WA, HI

All web addresses on file

Official SEC filing: View on IAPD