Robert Jamison
Jamison Private Wealth Management · Milton, Georgia
Robert Jamison is a fee-only financial advisor at Jamison Private Wealth Management in Milton, Georgia, who holds the CFP credential. Robert charges a percentage of assets and focuses on retirement planning, estate & legacy planning and tax planning.
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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, TX · CRD 4371603 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | jamisonwealth.com |
| Profile |
How Robert'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).
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Questions about Robert
Is Robert Jamison a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?
Robert charges a percentage of assets.
Where is Robert Jamison based?
Robert Jamison is based in Milton, Georgia.
What does Robert specialize in?
Robert's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does Robert Jamison hold?
Robert Jamison holds the CFP credential.
Is Robert Jamison registered with the SEC?
Yes. Robert Jamison is registered as an investment adviser representative in GA and TX (CRD 4371603), 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 Robert Jamison?
Through Robert'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.
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