Steven Jamison has been Chief Compliance Officer of Jamison Hanson Advisors since December 2016, is a control person of the firm and directly owns under 5% of it. Steven Jamison holds a B.S. in Accounting from Brigham Young University.
Jamison Hanson Advisors LLC is a Salem, OR firm with $212M under management, 145 clients and 4 advisers in one office, as of its March 2026 filing.
Steven Jamison is Principal of Jamison Hanson Advisors, based in Salem, Oregon. He helps clients with tax compliance and minimization, investment management, charitable giving, trust and estate administration and wealth transfer to future generations. He uses audio, visual and tactile methods to explain issues and options so that clients can make informed choices.
Professional designations
Listed by Jamison Hanson Advisors
- CPA
- CFP®
Investment adviser representative registrations
Steven Jamison is registered as an investment adviser representative in 3 states. The first approvals date from August 2009; the most recent is California, in January 2025.
- CaliforniaSince 24 January 2025
- HawaiiSince 17 November 2016
- OregonSince 21 August 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 August 2009 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Steven Kirt Jamison
- CRD
- 5704384
- Firm
- Jamison Hanson Advisors · CRD 139587
- Role
- Chief Compliance Officer
- Office
- 1564 COMMERCIAL ST. SE, Salem, OR 97302
- Registration
- Investment adviser registration
- In the industry since
- August 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- jhadvisors.com
Where does Steven Jamison work?
Steven Jamison has been Chief Compliance Officer of Jamison Hanson Advisors LLC since December 2016, and is a control person of the firm.
Is Steven Jamison a financial advisor?
Yes. Steven Jamison has a current investment-adviser registration in California, Hawaii and Oregon, through Jamison Hanson Advisors since August 2009.
How many years of experience does Steven Jamison have?
Steven Jamison has 17 years in the financial industry, since August 2009, across 1 adviser firm.
What exams has Steven Jamison passed?
Steven Jamison passed the Series 65 in August 2009.
Where is Steven Jamison based?
Steven Jamison’s registered office is in Salem, OR.
Is Steven Jamison registered with FINRA?
No. Steven Jamison has no current broker registration.
Is Steven Jamison a CFP?
Jamison Hanson Advisors lists Steven Jamison with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Steven Jamison’s record?
Search CRD 5704384 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Steven Jamison’s full registration record.