Best Investors Account Sign in
Inactive

Robert Peyton Jamison

Jamison Private Wealth Management, Inc.

Milton, GA

CRD 4371603

Claim This Profile
Employer firm

Jamison Private Wealth Management, Inc. CRD 109040

$1.05B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Jamison Private Wealth Management, Inc.

12630 Crabapple Road Suite 300, Milton, GA 30004 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2007-01-22
GA RA APPROVED 2003-05-09
  • TX RA
    APPROVED
    Since 2007-01-22
  • GA RA
    APPROVED
    Since 2003-05-09

Branch Locations

12630 Crabapple Road Suite 300, Milton, GA 30004 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jamison Private Wealth (Formerly Diversified Financial Planning) Alpharetta GA 11/1998 Present
  • 11/1998 → Present
    Jamison Private Wealth (Formerly Diversified Financial Planning)
    Alpharetta, GA
Designations
  • Certified Financial Planner
Other Names
  • Robert P Jamison
  • Bobby Jamison

View on SEC IAPD

Nearby Firms

BLUECHIP WEALTH ADVISORS LLC
BERKELEY CAPITAL PARTNERS, LLC
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

KEVIN LAMAR RAINWATER
DAVID MITCHEL SMITH
BEAU HUNTER DAVIS

Nearby Offices

BLUECHIP WEALTH ADVISORS LLC · MILTON, GA
BERKELEY CAPITAL PARTNERS, LLC · MILTON, GA
CETERA INVESTMENT ADVISERS LLC · MILTON, GA

More in Milton, GA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor