Mathew Wynn
Jamison Hanson · Salem, Oregon
Mathew Wynn is a fee-only financial advisor at Jamison Hanson in Salem, Oregon. Mathew focuses on retirement planning, tax planning and estate & legacy planning. Jamison Hanson reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Jamison Hanson |
|---|---|
| Based in | Salem, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $212.0M across 414 accounts |
| SEC registration | Investment adviser representative in OR · CRD 7280665 |
| Exams passed | Series 65 (2020) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.jhadvisors.com |
How Mathew's firm compares
- Jamison Hanson's average account is about $512,000, from its Form ADV (assets managed divided by 414 accounts).
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Questions about Mathew
Is Mathew Wynn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mathew holds no broker registration, and Jamison Hanson reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mathew charge for financial advice?
Mathew's firm, Jamison Hanson, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mathew Wynn based?
Mathew Wynn is based in Salem, Oregon.
What does Mathew specialize in?
Mathew's specialties include retirement planning, tax planning and estate & legacy planning.
Is Mathew Wynn registered with the SEC?
Yes. Mathew Wynn is registered as an investment adviser representative in OR (CRD 7280665), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Jamison Hanson manage?
Jamison Hanson reports $212.0M across 414 accounts in assets under management.
How do I contact Mathew Wynn?
Through Mathew's website, www.jhadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Jamison Hanson website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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