Jamison David Imhoff
Investment Adviser Representative at HBW Advisory Services LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jamison David Imhoff is an investment adviser representative with HBW Advisory Services LLC in Mayfield, KY, where they have been registered since 2017. They have worked in the securities industry since 2013 and were previously registered with BLUE Diamond Financial Coaching LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Kentucky and Michigan.
Registrations & licenses
- Investment adviser:
- Kentucky, Michigan
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- BLUE Diamond Financial SolutionsMay 2012 – no end date reportedLansing, MI
- HBW Securities LLCJan 2014 – Jun 2017Simi Valley, CA
- Jamison ImhoffOct 2014 – Dec 2019Mayfield, KY
- Cetera Advisor Networks LLCJun 2017 – Sep 2023El Segundo, CA
- BLUE Diamond Financial Coaching LLCJun 2017 – no end date reportedMayfield, KY
- HBW Advisory Services LLCJun 2017 – no end date reportedSimi Valley, CA
- HBW Insurance & Financial Services, Inc.May 2012 – no end date reportedMayfield, KY
- HBW TAX Partners Services LLCJan 2016 – Jan 2018Mayfield, KY
- Elite Marketing GroupMay 2018 – Dec 2019Houston, TX
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About HBW Advisory Services LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth planning, retirement plan development, wealth management, investment risk analysis and mitigation, wealth preservation, generational wealth transfer, trusts, charitable giving, tax planning, estate planning, and personalized investment strategy including model portfolio diversification through style and sector weighting.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 68
- Offices listed on AdvisorFinder:
- 23
- Main office:
- Simi Valley, CA
- SEC file number:
- 801-77333
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 17, 2026
View full firm profileOther advisors at HBW Advisory Services LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jamison David Imhoff has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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