Steven Jamison
Jamison Hanson · Salem, Oregon
Steven Jamison is a fee-only financial advisor at Jamison Hanson in Salem, Oregon, who holds the CFP credential. Steven 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.
Request an introduction to Steven →
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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, HI, OR · CRD 5704384 |
| Exams passed | Series 65 (2009) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.jhadvisors.com |
| Profile |
How Steven's firm compares
- Jamison Hanson's average account is about $512,000, from its Form ADV (assets managed divided by 414 accounts).
Request an introduction to Steven
Tell Steven a little about what you're looking for. Steven 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 Steven
Is Steven Jamison a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven 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 Steven charge for financial advice?
Steven's firm, Jamison Hanson, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Steven Jamison based?
Steven Jamison is based in Salem, Oregon.
What does Steven specialize in?
Steven's specialties include retirement planning, tax planning and estate & legacy planning.
What credentials does Steven Jamison hold?
Steven Jamison holds the CFP credential.
Is Steven Jamison registered with the SEC?
Yes. Steven Jamison is registered as an investment adviser representative in CA, HI and OR (CRD 5704384), 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 Steven Jamison?
Through Steven'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.
See something wrong? Request a correction. Read our methodology.