Robert P. Jamison

JAMISON PRIVATE WEALTH MANAGEMENT

Milton, GA 30004

Some features on this profile are disabled

CRD#: 4911745

Professional summary

Robert Peyton Jamison JR, CFP®, who also goes by Robert Peyton Jamison, is a registered financial advisor currently at JAMISON PRIVATE WEALTH MANAGEMENT, INC. located in Milton, Georgia.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Robert has worked at 2 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert Peyton Jamison

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.

CITY OF MILTON, GEORGIA, NON INVESTMENT RELATED, 2006 HERITAGE WALK, MILTON, GA, CITY GOVERNMENT, MAYOR, NOVEMBER 2021, ELECTED TO A FOUR YEAR TERM, DEVOTES NOT MORE THAN 30% OF HIS TIME DURING WORKING HRS/MO DURING TRADING HOURS; PRESIDES OVER COUNCIL MEETINGS, INSURES THAT CITY DEPARTMENTS RUN SMOOTHLY AND SERVES AS THE OFFICIAL SPOKESMAN FOR THE CITY GOVERNMENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Peyton Jamison JR's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2008

Experience

Current

April 11, 2007 - Present

JAMISON PRIVATE WEALTH MANAGEMENT, INC.

Office #1: 12630 Crabapple Road Suite 300, Milton, GA 30004

RIA

CRD#: 109040

Milton, GA

Past

August 3, 2005 - June 9, 2006

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

ATLANTA, GA

Past

May 27, 2005 - June 9, 2006

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

ATLANTA, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

JAMISON PRIVATE WEALTH MANAGEMENT, INC.

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

CRD#: 109040 / SEC#: 801-57167

RIA

Registered Investment Advisory firm - (1/14/2000 Approved)

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

Georgia
(4/11/2007)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/25/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 5/26/2005

General Securities Representative Examination

Current Firm

JAMISON PRIVATE WEALTH MANAGEMENT, INC.

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

CRD#: 109040 / SEC#: 801-57167

RIA

Registered Investment Advisory firm - (1/14/2000 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

12630 Crabapple Road Suite 300, Milton, GA 30004

Mailing Address

Phone number

(678) 323-3454

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (2/11/2025)

Regulatory assets under management

Total Number of Accounts	1,180
AUM (Assets Under Management)	$ 851,302,957

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.

Similar Advisors

Alexander Paslay

KESTRA ADVISORY SERVICES, LLC

IAR

Woodstock, GA

Kermit Cottrell

STATE FARM VP MANAGEMENT CORP.

Dunwoody, GA

Matthew Hudzina

MORGAN STANLEY

Alpharetta, GA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Robert P. Jamison

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Peyton Jamison JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

JAMISON PRIVATE WEALTH MANAGEMENT, INC.

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

JAMISON PRIVATE WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/25/2005

Series 7

Date: 5/26/2005

Current Firm

JAMISON PRIVATE WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JAMISON PRIVATE WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

Similar Advisors