Overview
Assets Under Management: $172 million
Headquarters: SALEM, OR
High-Net-Worth Clients: 50
Average Client Assets: $3 million
Frequently Asked Questions
JAMISON HANSON ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #139587), JAMISON HANSON ADVISORS LLC is subject to fiduciary duty under federal law.
JAMISON HANSON ADVISORS LLC is headquartered in SALEM, OR.
JAMISON HANSON ADVISORS LLC serves 50 high-net-worth clients according to their SEC filing dated March 05, 2025. View client details ↓
According to their SEC Form ADV, JAMISON HANSON ADVISORS LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
JAMISON HANSON ADVISORS LLC manages $172 million in client assets according to their SEC filing dated March 05, 2025.
According to their SEC Form ADV, JAMISON HANSON ADVISORS LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.04
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 391
Discretionary Accounts: 391
Regulatory Filings
CRD Number: 139587
Last Filing Date: 2025-03-05 00:00:00
Website: https://jhadvisors.com