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Current Employers
Jamison Private Wealth Management, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-08-01
  • GA RA
    APPROVED
    Since 2023-08-01

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 Management, Inc. Milton GA 06/2023 Present
Homrich Berg Wealth Management Atlanta GA 05/2022 08/2022
Sma Advisors Llc Milton GA 08/2019 12/2019
Crossroads Strategy Group Llc Milton GA 11/2019 12/2021
University Of Georgia Athens GA 01/2020 05/2023
Student Milton GA 05/2013 12/2019
Jamison Private Wealth Management, Inc. Milton GA 01/2023 05/2023
  • 06/2023 → Present
    Milton, GA
  • 05/2022 → 08/2022
    Homrich Berg Wealth Management
    Atlanta, GA
  • 08/2019 → 12/2019
    Sma Advisors Llc
    Milton, GA
  • 11/2019 → 12/2021
    Crossroads Strategy Group Llc
    Milton, GA
  • 01/2020 → 05/2023
    University Of Georgia
    Athens, GA
  • 05/2013 → 12/2019
    Student
    Milton, GA
  • 01/2023 → 05/2023
    Milton, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-17
  • S65 Uniform Investment Adviser Law Examination
    2023-07-17
Designations

View on SEC IAPD

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