JAMISON PRIVATE WEALTH MANAGEMENT, INC.
SEC RegisteredBuilding and maintaining wealth for our clients since 1988.
About the firm
Jamison Private Wealth Management (JPW) is a fee-only, independent wealth advisory firm whose principals all hold CERTIFIED FINANCIAL PLANNER® certification. The firm manages money in-house and assumes a fiduciary duty to clients, emphasizing transparency, expert advice, and continuity of service.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, investment management, and accounting services, including in-house portfolio management and tax planning.
Who they serve
Individual clients with unique investment objectives, tax considerations, financial requirements, long-term legacy, and estate planning goals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 285 | $123M |
| High Net Worth Individuals | 187 | $834M |
| Pension/Profit Sharing Plans | 1 | $187k |
| Charitable Organizations | 26 | $82M |
| State/Municipal Entities | 17 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of February 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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 PRIVATE WEALTH MANAGEMENT, INC. 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 the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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