Andrew D. Jamison
MAIN AVENUE FINANCIAL SERVICES
Beaverton, OR 97005
Some features on this profile are disabled
CRD#: 3254336
Professional summary
Andrew Dibbrill Jamison, CFP® is a registered financial advisor currently at MAIN AVENUE FINANCIAL SERVICES, LLC located in Beaverton, Oregon.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Andrew has worked at 3 firms and has passed the Series 66, Series 63 and Series 7 exams.
Biography
Andy Jamison, CFP®, has over two decades of experience working with financial planning and investment management clients. He teams with Jeff Bloch who came to the field after a successful career in high-tech. Prior to MAFS, he was a financial advisor at Ameriprise Financial and graduated with honors from Linfield College with a BA in Business with an emphasis in Economics and Finance where he was a 4 year letterman on the Wildcats football team. Go Cats!
Question & Answer
What are your service offerings?
Retirement Income Management
Investment Planning
Tax Planning
Education Planning
Comprehensive Financial Planni...
Retirement Planning
Do you have an area of expertise or specialization?
AUM
Baby Boomers
College/Education Planning
Investment Advice with Ongoing...
Investment Advice without Ongo...
Retirement Plan Investment Adv...
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I am the treasurer for the Portland Basketball Officials Association (PBOA) with a start date of July 1, 2020. The PBOA is not investment-related. Rather, the PBOA provides officials for local middle and high school basketball teams. I expect to spend 10 hours per month on average fulfilling my duties as treasurer. These duties include managing the finances of the organization. I do not anticipate working on treasurer related business during normal trading hours.
In addition, I also officiate basketball games year round in the evenings and on weekends. In a normal week, I would spend 1-10 hours officiating.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Dibbrill Jamison's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2004
Experience
Current
October 20, 2009 - Present
MAIN AVENUE FINANCIAL SERVICES, LLC
Office #1: 4900 Sw Griffith Drive Suite 210, Beaverton, OR 97005RIA
CRD#: 151580
Beaverton, OR
Past
September 27, 1999 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
September 27, 1999 - October 26, 2009
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
BEAVERTON, OR
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arizona(9/25/2020)
IAR
California(3/12/2025)
IAR
Oregon(10/20/2009)
IAR
Washington(10/20/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
MA
MAIN AVENUE FINANCIAL SERVICES, LLC
MAIN AVENUE FINANCIAL SERVICES, L.L.C. | MAIN AVENUE FINANCIAL SERVICES, LLC
CRD#: 151580 / SEC#:
Arizona
Registered Investment Advisory firm - (9/25/2020 Approved)California
Registered Investment Advisory firm - (3/12/2025 Approved)Oregon
Registered Investment Advisory firm - (10/20/2009 Approved)Washington
Registered Investment Advisory firm - (10/20/2017 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
4900 Sw Griffith Drive Suite 210, Beaverton, OR 97005
Mailing Address
Phone number
(503) 336-3776
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 234 |
| AUM (Assets Under Management) | $ 93,830,288 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
