Unclaimed Profile

Steven Kirt Jamison

JAMISON HANSON ADVISORS LLC·SALEM, Oregon

Series 65Clean record16 years registeredJAMISON HANSON ADVISORS LLC

1564 COMMERCIAL ST. SE, SALEM, OR 97302CRD# 5704384Firm CRD# 139587

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Steven Kirt Jamison · SALEM, OR

Registration

CRD #5704384 · JAMISON HANSON ADVISORS LLC · 16 years registered

Brand Profile

Not yet started

Career History

JH ADVISORS

Aug 2009 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 21, 2009

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JAMISON HANSON ADVISORS LLC

CRD 139587 · SEC 801-113286

AUM

$168M

Regulatory assets under management

Employees

391 client accounts

Services offered by JAMISON HANSON ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at JAMISON HANSON ADVISORS LLC →

Introduction

Speak with Steven

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Steven is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SALEM?

Browse all registered financial advisors in SALEM, Oregon or claim this profile if it's yours.

Browse SALEM Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Steven Kirt Jamison offer?

Steven Kirt Jamison specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SALEM, Oregon for a consultation.

What are Steven Kirt Jamison's credentials?

Steven Kirt Jamison is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Kirt Jamison located?

Steven Kirt Jamison is based in SALEM, Oregon, working with JAMISON HANSON ADVISORS LLC. Their office serves clients in the SALEM metropolitan area and surrounding communities.

How does Steven Kirt Jamison charge for services?

Steven Kirt Jamison's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JAMISON HANSON ADVISORS LLC?

JAMISON HANSON ADVISORS LLC has approximately 6 employees and manages $168M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →