Kris H. Jamison
Professional summary
Kris Hunter Jamison, CIMA®, CPWA®, who also goes by Kris Jamison, is a registered financial advisor currently at UNIPLAN INVESTMENT COUNSEL, INC. located in Camas, Washington and UNIPLAN INSTITUTIONAL ADVISORS LLC located in Camas, Washington.
Kris is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Kris has worked at 11 firms and has passed the Series 65, Series 63, Series 7 and Series 52 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kris Hunter Jamison's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2008-05-05
Expire date: 2023-03-31
Experience
September 16, 2010 - Present
UNIPLAN INVESTMENT COUNSEL, INC.
June 9, 2021 - Present
UNIPLAN INSTITUTIONAL ADVISORS LLC
September 2, 2010 - March 11, 2021
UNIPLAN REAL ESTATE ADVISORS, INC.
September 9, 2005 - April 19, 2010
ALPS DISTRIBUTORS, INC.
September 17, 2003 - August 27, 2010
FORWARD MANAGEMENT, LLC
June 4, 2003 - September 9, 2005
FORESIDE FUNDS DISTRIBUTORS LLC
February 26, 2003 - June 10, 2003
AMSTAR DISTRIBUTORS, INC.
January 15, 2002 - February 25, 2002
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC
August 13, 1996 - January 28, 2002
NICHOLAS-APPLEGATE SECURITIES LLC
June 27, 1996 - July 1, 1996
JACK WHITE & COMPANY, INC.
December 6, 1994 - May 13, 1996
AMERIPRISE ADVISOR SERVICES, INC.
Primary Firm SEC Registration
UNIPLAN INVESTMENT COUNSEL, INC.
CRD#: 154718 / SEC#: 801-71802
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/16/2010)
Exams
Current Firm
UNIPLAN INVESTMENT COUNSEL, INC.
CRD#: 154718 / SEC#: 801-71802
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,483 |
| AUM (Assets Under Management) | $ 1,124,000,000 |
Red Flags
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