DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
J•••••• P•••••• W••••• M••••••••• I•••
Latest filing Feb 16, 2026
First filing on the tape Mar 15, 2012 · 29 filings
SEC status approved since Jan 14, 2000
RAUM
$1.1B
reported, Item 5.F
Discretionary
95%
of RAUM
Private clients
91%
$957M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$263M
derived; firm RAUM over IAPD count
Employees
5
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$1.1B as of Feb 16, 2026
Mar 15, 2012$168M then
HNW client RAUM$834M as of Feb 16, 2026
Mar 26, 2018$176M then
State-registered IARs (5.B.3)4 as of Feb 16, 2026
Mar 8, 20133 then
Employees (5.A)5 as of Feb 16, 2026
Mar 8, 20133 then
Private funds: no history
RAUM +24% over the last fiscal year+24% a year over threeIARs 4 to 4
Practice profile
derived from the filing of Feb 16, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $263MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 118derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.5MderivedHNW RAUM over HNW clients
- Average account
- $775,091derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 95%derivedof RAUM
- Institutional
- 8.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +24%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +28%derived
- Compensation
- percentage of assets, hourlyreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Custody
- $457M, 237 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$834M79%
- Individuals$123M12%
- Pension and profit-sharing plans$81.8M7.8%
- Corporations and businesses$9.1M0.9%
- Charitable organizations$4.4M0.4%
- Pooled investment vehicles$187,3540.0%
- Individual clients
- 285reported
- HNW clients
- 187reported
- Pension plan clients
- 26reported
- Charitable clients
- 17reported
- Accounts
- 1,358reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $457M for 237 clientsreported
- Compensation
- % of AUM, hourlyreported
- Class basis
- private_client_share=0.91 fund_share=0.0 institutional_share=0.08 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| R••••• P••••• J••••••Certified Financial Planner | Milton, Ga | May 9, 2003 | 27 y | 0 |
| R••••• P••••• J••••••Certified Financial Planner | Milton, Ga | Apr 11, 2007 | 21 y | 1 |
| O•••• J•• S••••Certified Financial Planner | Milton, Ga | Jul 6, 2009 | 24 y | 0 |
| J••• M•••••Certified Financial Planner | Milton, Ga | Aug 1, 2023 | 13 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- R••••• P••••• J•••••• from C•••••••• G••••• M•••••• I•••Apr 11, 2007 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- J••••••• R•••••• P••••• · Principalcontrolsince 11/1988 · owns less than 5%
- J••••••• R•••••• P••••• · Presidentcontrolsince 06/2006 · owns 75% or more
- S••••• O••••• J•• · Chief Compliance Officercontrolsince 10/2004 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Milton, Ga · principal | 4 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 1,180 to 1,358Feb 11, 2025 to Feb 16, 2026
- Charity clients · 9 to 17Feb 11, 2025 to Feb 16, 2026
- Corporate clients · 19 to 18Feb 11, 2025 to Feb 16, 2026
- HNW clients · 141 to 187Feb 11, 2025 to Feb 16, 2026
- Individual clients · 228 to 285Feb 11, 2025 to Feb 16, 2026
- Pension plan clients · 24 to 26Feb 11, 2025 to Feb 16, 2026
- Assets in custody · $348M to $457MFeb 11, 2025 to Feb 16, 2026
- Employees · 4 to 5Feb 11, 2025 to Feb 16, 2026
- Discretionary RAUM · $840M to $997MFeb 11, 2025 to Feb 16, 2026
- HNW RAUM · $687M to $834MFeb 11, 2025 to Feb 16, 2026
- Individual RAUM · $107M to $123MFeb 11, 2025 to Feb 16, 2026
- Non-discretionary RAUM · $10.8M to $55.5MFeb 11, 2025 to Feb 16, 2026
- Pension RAUM · $47.8M to $81.8MFeb 11, 2025 to Feb 16, 2026
- Pooled vehicle RAUM · $160,483 to $187,354Feb 11, 2025 to Feb 16, 2026
- RAUM · $851M to $1.1BFeb 11, 2025 to Feb 16, 2026
- Accounts · 1,050 to 1,180May 2, 2024 to Feb 11, 2025
- Charity clients · 8 to 9May 2, 2024 to Feb 11, 2025
- Corporate clients · 12 to 19May 2, 2024 to Feb 11, 2025
- HNW clients · 131 to 141May 2, 2024 to Feb 11, 2025
- Individual clients · 224 to 228May 2, 2024 to Feb 11, 2025
- Pension plan clients · 18 to 24May 2, 2024 to Feb 11, 2025
- Assets in custody · $282M to $348MMay 2, 2024 to Feb 11, 2025
- Financial planning clients · 0 to 0May 2, 2024 to Feb 11, 2025
- Discretionary RAUM · $646M to $840MMay 2, 2024 to Feb 11, 2025
- HNW RAUM · $535M to $687MMay 2, 2024 to Feb 11, 2025
- Individual RAUM · $80.1M to $107MMay 2, 2024 to Feb 11, 2025
- Non-discretionary RAUM · $20.0M to $10.8MMay 2, 2024 to Feb 11, 2025
- Pension RAUM · $42.2M to $47.8MMay 2, 2024 to Feb 11, 2025
- Pooled vehicle RAUM · $128,413 to $160,483May 2, 2024 to Feb 11, 2025
- RAUM · $666M to $851MMay 2, 2024 to Feb 11, 2025
- Accounts · 985 to 1,050Feb 9, 2023 to Feb 22, 2024
- Advisory employees · 3 to 4Feb 9, 2023 to Feb 22, 2024
- Charity clients · 6 to 8Feb 9, 2023 to Feb 22, 2024
- Corporate clients · 8 to 12Feb 9, 2023 to Feb 22, 2024
- HNW clients · 135 to 131Feb 9, 2023 to Feb 22, 2024
- Individual clients · 213 to 224Feb 9, 2023 to Feb 22, 2024
- Pension plan clients · 23 to 18Feb 9, 2023 to Feb 22, 2024
- Assets in custody · $193M to $282MFeb 9, 2023 to Feb 22, 2024
- Employees · 3 to 4Feb 9, 2023 to Feb 22, 2024
- State-registered IARs · 3 to 4Feb 9, 2023 to Feb 22, 2024
Signals
2 dated events
- J•••••• P•••••• W••••• M••••••••• I••• reported RAUM $851.3M, up 28% from $665.8M (2024-05-02 to 2025-02-11)Feb 11, 2025 · RAUM change · derived
- J•••••• P•••••• W••••• M••••••••• I••• reported RAUM $551.7M, up 27% from $432.8M (2021-04-07 to 2022-02-24)Feb 24, 2022 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 678-323-3454reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- H••••://WWW.LINKEDIN.COM/COMPANY/J••••••-P••••••-WEALTH-MANAreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 678-323-3454reportedpublic record, Form ADV, Feb 16, 2026
- Contact form
- JAMISONWEALTH.COM/contact.cfmreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $263Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026