Jamison Private Wealth Management, Inc.
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Overview
2 - 9
Employees
2022
Year Founded
ABOUT JAMISON PRIVATE WEALTH MANAGEMENT, INC.
Financial advisor, Wealth management
Jamison Wealth Management offers customized financial planning and investment advice for individuals, families, and business owners. Our team emphasizes long-term wealth strategies, retirement planning, risk management, and personalized financial guidance aligned with each client's objectives. We adopt a transparent, relationship-focused approach to assist clients in confidently building, safeguarding, and enhancing their wealth.
LANGUAGES SPOKEN
English
HIGHLIGHTS
2 - 9
Employees
2022
Year Founded
Services
Focus
Industries
Clients
Services Provided
70% Financial Advisory & Consulting
30% Retirement Planning Services
About the Team
OUR STORY
Founded in 1988 by investment enthusiast Bobby Jamison, Jamison Private Wealth benefits from his expertise as a CPA and CFP®, integrating his deep knowledge in taxation and accounting into investment management. Bobby leads the firm as CEO and chairs the Investment Committee to shape their client-focused investment philosophy. His son, Peyton Jamison, serves as President, steering strategic growth while emphasizing client engagement, comprehensive planning, and community involvement through civic leadership roles. Joey Spain, Director of Tax and Financial Planning, brings technical skills from his Georgia Tech background and CPA certification to manage tax strategy and compliance. Wealth Advisor Jack Miller contributes a strategic approach backed by strong credentials and community service, while Jill supports operations with a diverse financial services
