# Jamison Private Wealth Management

Jamison Private Wealth Management is a Bank / Wealth / Trust based in Milton, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Milton, United States
- **Region:** North America
- **Address:** Milton, GA, United States
- **Founded:** 1988
- **Assets under management:** Undisclosed
- **Website:** jamisonwealth.com
- **LinkedIn:** https://www.linkedin.com/company/jamisonwealth

## Regulatory record

- **CRD number:** 109040
- **SEC file number:** 801-57167
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-16T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/109040

## About

Jamison Private Wealth Management opened its doors in 1988, founded by Bill Jamison as a registered investment adviser in what was then a quieter corner of Atlanta's northern suburbs. The firm grew organically by serving the intergenerational planning needs of Georgia families, trusts, and small charitable entities — a posture that prizes continuity over rapid asset growth. Its location in Milton, one of the state's most affluent communities, placed it at the center of a discreet private-wealth corridor. The firm builds portfolios across equities, fixed income, and mutual fund structures, layering in-house tax planning and estate coordination on top of investment management. The offering is deliberately holistic rather than siloed, reflecting the needs of a client base that tends to stay for decades. Jamison does not market a dedicated alternatives platform or private-market access program — its strategy is anchored in public-market allocations, with manager selection and asset allocation customized to each household's liquidity and tax profile. Team size and total assets are not publicly disclosed, though the firm operates from a single office in Milton with no satellite locations. Regulatory filings place it in the small-to-mid-sized RIA tier, a segment where principals often wear both advisor and portfolio manager hats. Jamison's operational history shows no acquisitions, spinouts, or private-equity backing — a rare instance of a wealth manager that has stayed independent and single-office for nearly four decades. The practice's structural differentiator is its genuine independence. Jamison holds no broker-dealer affiliation, no proprietary product shelf, and no institutional parent dictating product priorities. For a wealthy family in metro Atlanta seeking a fiduciary unburdened by Wall Street incentives, that architecture matters.

## Questions

### What type of clients does Jamison Private Wealth Management typically serve?

Jamison serves individuals, trusts, corporations, and charitable organizations, with a focus on the affluent communities north of Atlanta. The firm's advisory model integrates investment management with tax and financial planning, which suits families with intergenerational wealth-transfer concerns. Most clients are based in Georgia, reflecting the firm's single-office, community-rooted structure.

### Is Jamison Private Wealth Management affiliated with a broker-dealer or bank?

No. Jamison has operated as an independent registered investment adviser since its founding in 1988 and does not disclose any broker-dealer affiliation or institutional ownership. This independence allows the firm to avoid proprietary-product conflicts that can arise at bank-owned or wirehouse-affiliated wealth managers.

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Last updated: 2026-08-11T02:43:31.692Z

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