# Robert Jamison

> 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.

Page: https://find.wellspent.co/advisors/robert-jamison-4911745/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Jamison Private Wealth Management
- **Based in:** Milton, Georgia
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $1.05B across 1,358 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 4911745 (https://adviserinfo.sec.gov/individual/summary/4911745)
- **SEC registration:** Investment adviser representative in GA
- **Exams passed:** Series 66 (2005)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://jamisonwealth.com

## Frequently asked questions

### 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 (CRD 4911745), 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.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4911745): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://jamisonwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.