JAMISON PRIVATE WEALTH MANAGEMENT, INC.
  • JAMISON PRIVATE WEALTH MANAGEMENT, INC.
  • DIVERSIFIED FINANCIAL PLANNING INC

Adviser Profile

As of Date 02/16/2026
Registration SEC, Approved, 01/14/2000
ADV Location MILTON, GA, United States
Contact Info 678 xxxxxxx
Websites
AUM* 1,052,573,881 58%
of that, discretionary 997,101,647 54%
Number of Employees 5 25%
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 775,091 22%
% High Net Worth 35.02% 5%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

997M 855M 712M 570M 427M 285M 142M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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