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Oscar Joe Spain

JAMISON PRIVATE WEALTH MANAGEMENT, INC.·MILTON, Georgia
Unclaimed Profile
12630 CRABAPPLE ROAD, MILTON, GA 30004CRD# 4930298Firm CRD# 109040
01

About

Oscar Joe Spain is a registered financial advisor based in MILTON, Georgia, affiliated with JAMISON PRIVATE WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
JAMISON PRIVATE WEALTH MANAGEMENT, INC.
JAMISON PRIVATE WEALTH MANAGEMENT, INC.
AUM
$666M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at JAMISON PRIVATE WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4930298
Firm CRD# 109040
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Oscar Joe Spain offer?
Oscar Joe Spain specializes in Financial Planning, Investment Management. Contact their office in MILTON, Georgia for a consultation.
What are Oscar Joe Spain's credentials?
Oscar Joe Spain is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Oscar Joe Spain located?
Oscar Joe Spain is based in MILTON, Georgia, working with JAMISON PRIVATE WEALTH MANAGEMENT, INC.. Their office serves clients in the MILTON metropolitan area and surrounding communities.
How does Oscar Joe Spain charge for services?
Oscar Joe Spain's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JAMISON PRIVATE WEALTH MANAGEMENT, INC.?
JAMISON PRIVATE WEALTH MANAGEMENT, INC. has approximately 4 employees and manages $666M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MILTON
Robert Peyton Jamison — JAMISON PRIVATE WEALTH MANAGEMENT, INC.Anthony Francis Palazzo — BERKELEY CAPITAL PARTNERS, LLCDaniel Blake Newberg — BERKELEY CAPITAL PARTNERS, LLCChristopher Martin Eddy — BERKELEY CAPITAL PARTNERS, LLCRobert Peyton Jamison — JAMISON PRIVATE WEALTH MANAGEMENT, INC.
Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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