Jamison David Imhoff

Employer firm

Hbw Advisory Services LLC CRD 143665

$1.75B regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2012 → Present
  Blue Diamond Financial Solutions
  Lansing, MI
• 01/2014 → 06/2017
  Hbw Securities Llc
  Simi Valley, CA
• 10/2014 → 12/2019
  Jamison Imhoff
  Mayfield, KY
• 06/2017 → 09/2023
  Cetera Advisor Networks Llc
  El Segundo, CA
• 06/2017 → Present
  Blue Diamond Financial Coaching Llc
  Mayfield, KY
• 06/2017 → Present
  Hbw Advisory Services Llc
  Simi Valley, CA
• 05/2012 → Present
  Hbw Insurance & Financial Services, Inc.
  Mayfield, KY
• 01/2016 → 01/2018
  Hbw Tax Partners Services Llc
  Mayfield, KY
• 05/2018 → 12/2019
  Elite Marketing Group
  Houston, TX

Previous Registrations

• 2017-07-18 → 2024-01-19
  Blue Diamond Financial Coaching Llc
  Mayfield, KY
  Mayfield, KY
  Lansing, MI
  Mayfield, KY

Other Businesses

1. NAME OF OTHER BUSINESS: BLUE DIAMOND FINANCIAL COACHING, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS/POSITION: FINANCIAL PLANNING/INVESTMENT ADVISOR REPRESENTATIVE START DATE: 06/2017 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; 2. NAME OF OTHER BUSINESS: HBW ADVISORY SERVICES, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS/POSITION: INVESTMENT ADVISORY/INVESTMENT ADVISOR REPRESENTATIVE START DATE: 06/2017 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 3. NAME OF OTHER BUSINESS: HBW INSURANCE & FINANCIAL SERVICES, INC. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS/POSITION: INSURANCE AGENT START DATE: 05/2012 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 4. NAME OF OTHER BUSINESS: BLUE DIAMOND FINANCIAL SOLUTIONS DBA FOR HBW ACTIVITIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS/POSITION: BACK OFFICE SUPPORT, MARKETING ETC./OFFICE ADMINISTRATION/OFFICE MANAGER START DATE: 05/2012 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 5. NAME OF OTHER BUSINESS: URGE (UNDER RAIDED GAMING ENTERTAINMENT); INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INTERNET PODCAST FOR GAMING AND ENTERTAINMENT; START DATE: 01/2018; POSITION/TITLE/RELATIONSHIP: OWNER / EDITOR / CREATOR; APX NUMBER OF HOURS PER WEEK: 14; APX NUMBER OF HOURS DURING TRADING HOURS: 14; BRIEF DESCRIPTION OF DUTIES: CREATING VIDEO REVIEWS OF GAMES & STRATEGIES; 9/2024 - ENCORESTATE PLANS, SALES/REFERRALS, PRESENT BASIC ESTATE PLANNING CONCEPTS TO CLIENTS, REFER THEM TO STAFF TO HELP PREPARE DOCUMENTS TO CREATE TRUST, WILLS, POA, ETC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-05-20
• S63 Uniform Securities Agent State Law Examination
  2012-06-29