Jamison Private Wealth Management
Jamison Private Wealth Management is a fee-only, fiduciary RIA in Milton, GA, serving high net worth individuals and families with integrated financial planning, in-house investment management, and CPA tax services, managing over $1B in AUM.
- Company typePrivate
- Founded1988
- HeadquartersMilton, Canada
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Jamison Private Wealth Management does
Jamison Private Wealth Management, Inc. is a privately held, fee-only, fiduciary wealth management firm founded in 1988 by Bobby Jamison, CPA, CFP®, and headquartered in Milton, Georgia (Alpharetta area). The firm serves high net worth individuals, their families, and their businesses with three integrated service lines: comprehensive financial planning (retirement, tax, estate, education, charitable, insurance, and cash flow planning), customized in-house investment management executed by the firm's Investment Committee, and CPA/tax preparation services available to clients with at least $3 million in assets under management. All five named team members are CFP® certified, with several also holding CPA licenses, and the staff averages 20 years of industry experience. The firm is 100% family-owned, led by Bobby Jamison as CEO and his son Peyton Jamison as President, with a formal succession plan in place since 2004.
Jamison Private Wealth Management firmographics
Firmographics- Name
- Jamison Private Wealth Management
- Legal name
- Jamison Private Wealth Management, Inc.
- Website
- http://www.jamisonwealth.com/index.cfm
- Company type
- Private
- Founded year
- 1988
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Jamison Private Wealth Management is a fee-only, fiduciary RIA in Milton, GA, serving high net worth individuals and families with integrated financial planning, in-house investment management, and CPA tax services, managing over $1B in AUM.
- Ownership category
- akta.pro rank
Jamison Private Wealth Management industry classification
Industry- Product category
- Private Wealth Management
- NAICS
- Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)
- akta.pro secondary industry
- Discretionary Portfolio Management (Retail) (FSAAAAAH)
Keywords
Where Jamison Private Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Milton
- HQ country
- Canada
- HQ region
- North America
Offices1 record
Markets served
Jamison Private Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Infrastructure, Marketing or Sales
Revenue model
- Advisory Fee (AUM-based): Fee-only compensation structure as a percentage of assets under management (AUM). The firm does not earn commissions on products or charge additional fees for advanced services, making their compensation simple and transparent.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Fee-only AUM-based pricing (percentage of assets managed) |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Jamison Private Wealth Management product offering
Product offeringCore offering
Jamison Private Wealth Management is a fee-only, fiduciary wealth management firm that provides comprehensive financial planning, customized in-house investment management, and CPA-led accounting and tax preparation services. It primarily serves high net worth individuals, families, and their businesses, with accounting services gated to clients holding at least $3 million in assets under management. All investment management is conducted in-house by the firm's Investment Committee, with no third-party money managers.
Product overview
Jamison Private Wealth Management offers a unified wealth management service combining financial planning, investment management, and accounting. Financial Planning serves as the core offering where JPW acts as the CFO for clients' financial lives, encompassing retirement, tax, wealth forecasting, cash flow, estate, education, charitable, and insurance planning. Investment Management works in tandem with financial planning, providing customized in-house portfolio management through JPW's Investment Committee. Accounting Services is an add-on module available to clients with $3M+ AUM, offering CPA services and tax return preparation. All services operate on a fee-only, fiduciary model with in-house management.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Comprehensive financial planning service in which JPW acts as the CFO for clients' financial lives, covering retirement planning, tax planning, wealth forecasting, long-term cash flow management, estate planning, education planning, charitable planning, and insurance planning. Designed for high net worth individuals, families, and their businesses who want an integrated plan.
- Investment Management
- Accounting Services
Companies that use Jamison Private Wealth Management
Customer profileNamed customers1 record
Segments2 records
Ideal customer profiles2 records
Jamison Private Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Jamison Private Wealth Management partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered minor.
- Charles SchwabminorThird-party custodian for client accounts. Clients access their accounts through Schwab Alliance portal for account management and statements.
- eMoneyminorFinancial planning software platform used for client portal and financial planning tools. Clients access through eMoney login portal.
Scale indicators4 records
Recent moves4 records
Expansion highlights4 records
Jamison Private Wealth Management competitors and assessment
Company assessmentBroad incumbents
- Mercer Advisors: National fee-only RIA providing financial planning, investment management, tax, and estate services to HNW clients. Operates a multi-office, multi-advisor model that mirrors Jamison's service offering at national scale.
- Mariner Wealth Advisors: National fee-based wealth advisory firm offering financial planning, investment management, tax, and estate services to HNW individuals and families. Comparable integrated offering with much broader geographic footprint than Jamison.
- Edelman Financial Engines: Large independent RIA combining traditional financial planning with technology-driven advice. Serves HNW and mass-affluent clients with integrated wealth management — comparable model but with stronger digital tooling than Jamison.
- Carson Group: National wealth management firm offering financial planning, investment management, and coaching for advisors serving HNW clients. Larger scale competitor pursuing a similar fee-only advisory model.
- Creative Planning: Large national fee-only RIA offering comprehensive wealth management, investment management, and tax planning for HNW clients. Operates the same integrated advisory model as Jamison Private Wealth but at significantly larger scale across multiple offices.
Direct peers
- Buckingham Strategic Partners: Fee-only RIA supporting independent advisors with financial planning, investment management, and tax services. Shares Jamison's fiduciary, fee-only philosophy and integrated service offering for HNW households.
- Glassman Wealth Services: Independent fee-only financial advisory firm offering financial planning, investment management, and tax services for HNW individuals and families. Comparable boutique RIA with similar integrated service approach to Jamison.
- Private Ocean Wealth Management: Independent fee-only RIA serving HNW individuals and families with financial planning, investment management, and tax services. Closely comparable to Jamison in size, service model, and target client segment.
- Ronald Blue Trust: Fee-only Christian-aligned wealth management firm providing financial planning, investment management, and estate planning for HNW families. Closest comparable to Jamison in terms of fiduciary, fee-only model with integrated tax and estate services for affluent clients.
Others
- Focus Financial Partners: Aggregator of independent RIAs and wealth management firms, providing capital, technology, and back-office support. Represents a strategic partnership or exit option for family-owned firms like Jamison seeking scale.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Jamison Private Wealth Management social profiles
Digital presenceJamison Private Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Jamison Private Wealth Management leadership team
Management profileNumber of profiles
Profiles5 records
Jamison Private Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Jamison Private Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Jamison Private Wealth Management
What does Jamison Private Wealth Management do?
Jamison Private Wealth Management is a fee-only, fiduciary wealth management firm that provides comprehensive financial planning, customized in-house investment management, and CPA-led accounting and tax preparation services. It primarily serves high net worth individuals, families, and their businesses, with accounting services gated to clients holding at least $3 million in assets under management. All investment management is conducted in-house by the firm's Investment Committee, with no third-party money managers.
Is Jamison Private Wealth Management a public or private company?
Jamison Private Wealth Management is a private company. It is classified as family owned and is currently operating.
When was Jamison Private Wealth Management founded?
Jamison Private Wealth Management was founded in 1988. It employs 1 to 10 people.
Where is Jamison Private Wealth Management based?
Jamison Private Wealth Management is headquartered in Milton, Canada, in the North America region.
How does Jamison Private Wealth Management make money?
One revenue line is on record: advisory Fee (AUM-based).
Who are Jamison Private Wealth Management's main competitors?
Broad incumbents on record are Mercer Advisors, Mariner Wealth Advisors, Edelman Financial Engines, Carson Group and Creative Planning. Direct peers are Buckingham Strategic Partners, Glassman Wealth Services, Private Ocean Wealth Management and Ronald Blue Trust. Focus Financial Partners is listed as an others.
Does Jamison Private Wealth Management have an API?
No public API is recorded for Jamison Private Wealth Management.
What industry is Jamison Private Wealth Management in?
Jamison Private Wealth Management's product category is Private Wealth Management. Its primary akta.pro industry code is FSABADAD, Private Banking Advisory & Discretionary Portfolio Management, with a secondary code of FSAAAAAH, Discretionary Portfolio Management (Retail). Its NAICS code is 52394 and its SIC code is 6282.