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Andrew Jamison

The Mather Group, LLC

Cincinnati, OH

CRD 7665132

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Employer firm

The Mather Group, LLC CRD 156005

$13.4B regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
The Mather Group, Llc

353 N. Clark Street Suite 2775, Chicago, IL 60654 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-04-17
  • OH RA
    APPROVED
    Since 2025-04-17

Branch Locations

10300 Alliance Rd, Cincinnati, OH 45242 • 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
Fifth Third Bank Cincinnati OH 11/2020 04/2025
Four Facets Cincinnati OH 06/2020 10/2020
University Of Kentucky Lexington KY 08/2016 05/2020
Fifth Third Securities Cincinnati OH 11/2022 04/2025
The Mather Group, Llc Cincinnati OH 04/2025 Present
  • 11/2020 → 04/2025
    Fifth Third Bank
    Cincinnati, OH
  • 06/2020 → 10/2020
    Four Facets
    Cincinnati, OH
  • 08/2016 → 05/2020
    University Of Kentucky
    Lexington, KY
  • 11/2022 → 04/2025
    Fifth Third Securities
    Cincinnati, OH
  • 04/2025 → Present
    The Mather Group, Llc
    Cincinnati, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-13
  • S65 Uniform Investment Adviser Law Examination
    2024-09-13

View on SEC IAPD

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Nearby Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS

Nearby Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH

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