JH ADVISORS
JAMISON HANSON ADVISORS LLC Legal Name
Adviser information for JH ADVISORS last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Oregon, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 391 | $167.6M |
| Non-Discretionary | 0 | $0 |
| Total | 391 | $167.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 67 | $20.6M |
| HNW Individuals | 48 | $117.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 17 | $22.4M |
| Charitable organizations | <5 | $2.5M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $5.2M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 7 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshopsCONSULTING |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-113286 |
|---|---|
| SEC ERA File Number | 801-113286 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 139587 |
| Legal Entity Identifier | None |
Principal Office
1564 COMMERCIAL ST. SESALEM
OR
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 503.391.1040, Fax: 503.391.7149
Chief Compliance Officer
STEVEN K. JAMISON
CHIEF COMPLIANCE OFFICER
1564 COMMERCIAL STREET SE
SALEM
OR
United States
Tel:
503.391.1040
Fax:
503.391.7149
S*************@*************M
(Full email address available in API data)
Regulatory Contact
JULIE JAMISON
CLIENT SERVICE SPECIALIST
1564 COMMERCIAL STREET SE
SALEM
OR
United States
Tel:
503.391.1040
Fax:
503.391.7149
J************@*************M
(Full email address available in API data)
Industry Affiliates
| JAMISON HANSON LLC | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| JAMISON, STEVEN, KIRT | Individual | – | CHIEF COMPLIANCE OFFICER & OWNER | 12/2016 | > 75% |