JH Advisors
SEC RegisteredThe Simple Solution to Wealth Management
About the firm
Jamison Hanson is a full-service, fee-only financial planning and accounting firm based in Salem, OR, specializing in wealth management and retirement planning. The firm provides comprehensive financial planning and accounting services for clients' personal and professional needs, with in-depth tax expertise from Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ professionals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Full-service financial planning and accounting, wealth management, retirement planning, tax planning and minimization, and comprehensive review of clients' entire financial landscape.
Who they serve
Busy people seeking comprehensive wealth management, including tradespeople, working professionals, and families looking to manage taxes, retirement, and overall financial planning.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 64 | $24M |
| High Net Worth Individuals | 58 | $157M |
| Charitable Organizations | 19 | $28M |
| State/Municipal Entities | 1 | — |
2 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.25% |
| Next $500,000 | 0.90% |
| Next $1,000,000 | 0.70% |
| Next $1,000,000 | 0.60% |
| Next $2,000,000 | 0.55% |
| All amounts thereafter | 0.50% |
Data as of March 9, 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. JH Advisors 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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