Oscar Spain
Jamison Private Wealth Management · Milton, Georgia
Oscar Spain is a fee-only financial advisor at Jamison Private Wealth Management in Milton, Georgia, who holds the CFP credential. Oscar charges a percentage of assets and focuses on retirement planning, estate & legacy planning and tax planning.
Request an introduction to Oscar →
Specialties
Facts
| Firm | Jamison Private Wealth Management |
|---|---|
| Based in | Milton, Georgia |
| Fee model | Percentage of assets |
| Assets under management | $1.05B across 1,358 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 4930298 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | jamisonwealth.com |
How Oscar's firm compares
- Jamison Private Wealth Management's average account is about $775,000, from its Form ADV (assets managed divided by 1,358 accounts).
Request an introduction to Oscar
Tell Oscar a little about what you're looking for. Oscar isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Oscar
Is Oscar Spain a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Oscar holds no broker registration, and Jamison Private Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Oscar charge for financial advice?
Oscar charges a percentage of assets.
Where is Oscar Spain based?
Oscar Spain is based in Milton, Georgia.
What does Oscar specialize in?
Oscar's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does Oscar Spain hold?
Oscar Spain holds the CFP credential.
Is Oscar Spain registered with the SEC?
Yes. Oscar Spain is registered as an investment adviser representative in GA (CRD 4930298), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Jamison Private Wealth Management manage?
Jamison Private Wealth Management reports $1.05B across 1,358 accounts in assets under management.
How do I contact Oscar Spain?
Through Oscar's website, jamisonwealth.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 Private Wealth Management 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.
See something wrong? Request a correction. Read our methodology.