SJ
Steven K. Jamison
JH ADVISORS
Salem, OR 97302
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CRD#: 5704384
SJ
Professional summary
Steven Kirt Jamison, CFP® is a registered financial advisor currently at JH ADVISORS located in Salem, Oregon.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Steven has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
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.
JAMISON HANSON, LLC 1564 COMMERCIAL STREET, SE SALEM, OR 97302 ACCOUNTING FIRM NON-INVESTMENT RELATED 01/2022 TO PRESENT PARTNER/OWNER DURING NON-TAX SEASON, APPROXIMATELY 140 HOURS ARE DEVOTED PER MONTH, THE MAJORITY OF WHICH ARE DURING SECURITIES TRADING HOURS. DURING TAX SEASON, THE HOURS DEVOTED WILL INCREASE TO APPROXIMATELY 160 HOURS PER MONTH.
CRS (Client Relationship Summary) - RIA
Click below to view Steven Kirt 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: 2012
Experience
Current
August 21, 2009 - Present
JH ADVISORS
Office #1: 1564 Commercial St. Se, Salem, OR 97302RIA
CRD#: 139587
Salem, OR
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".
JA
JH ADVISORS
GREEN NEWTON JAMISON | JH ADVISORS | JAMISON HANSON ADVISORS LLC | GREEN WEALTH MANAGEMENT, LLC
CRD#: 139587 / SEC#: 801-113286
RIA
Registered Investment Advisory firm - (5/25/2018 Approved)California
Registered Investment Advisory firm - (7/19/2018 Terminated)Oregon
Registered Investment Advisory firm - (7/2/2018 Terminated)Washington
Registered Investment Advisory firm - (6/26/2018 Terminated)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
California(1/24/2025)
IAR
Hawaii(11/17/2016)
IAR
Oregon(8/21/2009)
Current Firm
JA
JH ADVISORS
GREEN NEWTON JAMISON | JH ADVISORS | JAMISON HANSON ADVISORS LLC | GREEN WEALTH MANAGEMENT, LLC
CRD#: 139587 / SEC#: 801-113286
RIA
Registered Investment Advisory firm - (5/25/2018 Approved)California
Registered Investment Advisory firm - (7/19/2018 Terminated)Oregon
Registered Investment Advisory firm - (7/2/2018 Terminated)Washington
Registered Investment Advisory firm - (6/26/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1564 Commercial St. Se, Salem, OR 97302
Mailing Address
Phone number
(503) 391-1040
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 391 |
| AUM (Assets Under Management) | $ 171,753,824 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
