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Robert Peyton Jamison

JAMISON PRIVATE WEALTH MANAGEMENT, INC.·MILTON, Georgia
Clean record23 years registeredJAMISON PRIVATE WEALTH MANAGEMENT, INC.
12630 CRABAPPLE ROAD, MILTON, GA 30004CRD# 4371603Firm CRD# 109040

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Peyton Jamison · MILTON, GA
Registration
CRD #4371603 · JAMISON PRIVATE WEALTH MANAGEMENT, INC. · 23 years registered
Brand Profile
Not yet started
01

Career History

JAMISON PRIVATE WEALTH MANAGEMENT, INC.
May 2003 – present
02

Registrations & Exams

Registration record
First registered · May 9, 2003
Years registered · 23
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. →
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05

Frequently Asked Questions

What services does Robert Peyton Jamison offer?
Robert Peyton Jamison specializes in Financial Planning, Investment Management. Contact their office in MILTON, Georgia for a consultation.
What are Robert Peyton Jamison's credentials?
Robert Peyton Jamison is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Peyton Jamison located?
Robert Peyton Jamison 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 Robert Peyton Jamison charge for services?
Robert Peyton Jamison'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.

Oscar Joe Spain
MILTON, GA
Robert Peyton Jamison
MILTON, GA

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