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Oscar Joe Spain

JAMISON PRIVATE WEALTH MANAGEMENT, INC.·MILTON, Georgia
Clean record17 years registeredJAMISON PRIVATE WEALTH MANAGEMENT, INC.
12630 CRABAPPLE ROAD, MILTON, GA 30004CRD# 4930298Firm CRD# 109040

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Oscar Joe Spain · MILTON, GA
Registration
CRD #4930298 · JAMISON PRIVATE WEALTH MANAGEMENT, INC. · 17 years registered
Brand Profile
Not yet started
01

Career History

JAMISON PRIVATE WEALTH MANAGEMENT, INC.
Jul 2009 – present
02

Registrations & Exams

Registration record
First registered · July 6, 2009
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
JAMISON PRIVATE WEALTH MANAGEMENT, INC.
CRD 109040 · SEC 801-57167
AUM
$666M
Regulatory assets under management
Employees
4
1,050 client accounts
Services offered by JAMISON PRIVATE WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at JAMISON PRIVATE WEALTH MANAGEMENT, INC. →
Introduction

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05

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 at JAMISON PRIVATE WEALTH MANAGEMENT, INC.

Robert Peyton Jamison
MILTON, GA
Robert Peyton Jamison
MILTON, GA

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Research
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