Jamison Hanson Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars. Financial planning was provided to 1–10 clients last fiscal year.
Jamison Hanson Advisors reports 145 clients. They include 64 individual clients, 58 high-net-worth individuals, and 19 pension and profit-sharing plans. Of its assets, 100.0% ($212M across 414 accounts) are managed with discretion. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 44% | 11% |
| High-net-worth individuals | 40% | 74% |
| Pension and profit-sharing plans | 13% | 13% |
| Charitable organizations | <1% | 1% |
| Corporations and other businesses | 2% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 64 | $23.9M | 11.3% | $374K |
| High-net-worth individuals | 58 | $157M | 73.9% | $2.7M |
| Pension and profit-sharing plans | 19 | $28.1M | 13.2% | $1.48M |
| Charitable organizations | Fewer than 5 | $2.87M | 1.4% | $2.87M |
| Corporations and other businesses | Fewer than 5 | $488K | 0.2% | $163K |
| Total | 145 | $212M | 100% | — |
- Clients
- 64
- Regulatory AUM
- $23.9M
- AUM share
- 11.3%
- Avg. per client
- $374K
- Clients
- 58
- Regulatory AUM
- $157M
- AUM share
- 73.9%
- Avg. per client
- $2.7M
- Clients
- 19
- Regulatory AUM
- $28.1M
- AUM share
- 13.2%
- Avg. per client
- $1.48M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.87M
- AUM share
- 1.4%
- Avg. per client
- $2.87M
- Clients
- Fewer than 5
- Regulatory AUM
- $488K
- AUM share
- 0.2%
- Avg. per client
- $163K
Total
- Clients
- 145
- Regulatory AUM
- $212M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Jamison Hanson Advisors charges 0.50%–1.25% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $5,000 annual minimum. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.25% |
| $500K–$1M | 0.90% |
| $1M–$2M | 0.70% |
| $2M–$3M | 0.60% |
| $3M–$5M | 0.55% |
| $5M and above | 0.50% |
Fee details and sources
Other fees
- Financial Consulting
- Hourly consulting with a minimum fee of $1,000; advance payment is capped at $500 for work not completed within six months.
- Financial Planning
- Fixed monthly fee, negotiable, generally $95 to $695 per month, paid in advance.
Salem Holdings, Inc. owns 75% or more of Jamison Hanson Advisors and is in turn owned by Steven Jamison (75% or more). The leadership team of Jamison Hanson Advisors includes Chief Compliance Officer Steven Jamison. It has 4 employees.
Staff
- 4 employees
- 4 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Jamison Hanson Advisors LLC
Salem Holdings, Inc.
Control person · since January 2019
- Owns 75% or more of Salem Holdings, Inc.
Steven Jamison
Control person · since January 2019
Jamison Hanson Advisors’ regulatory assets grew 1.7× from $123M (March 2021) to $212M (March 2026); clients rose from 124 to 145 and employees fell from 6 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $212M | 145 | 4 | 1 |
| Mar 2025March 2025 | $172M | 138 | 4 | 1 |
| Mar 2024March 2024 | $168M | 136 | 6 | 1 |
| Mar 2023March 2023 | $139M | 131 | 6 | 1 |
| Mar 2022March 2022 | $142M | 123 | 7 | 1 |
| Mar 2021March 2021 | $123M | 124 | 6 | 1 |
Besides its headquarters, Jamison Hanson Advisors has 0 offices, with 1 listed address in 1 state.
Oregon · 1 listed address
- 1564 Commercial St. Se, SalemHQ
Contact and registration details
- Legal name
- Jamison Hanson Advisors LLC
- Headquarters
- 1564 Commercial St. Se, Salem, OR 97302
- Website
- jhadvisors.com
- Phone
- 503-391-1040
- @jhadvisors
- SEC file
- 801-113286
- Structure
- Oregon LLC
- Fiscal year end
- December
Jamison Hanson Advisors’ named custodian for separately managed accounts is Charles Schwab ($212M). Jamison Hanson Advisors has custody of $65.2M for 36 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $212M100%
At year end, Jamison Hanson Advisors’ separately managed accounts were mostly in funds (54%) and bonds (21%).
What the accounts hold
- Stocks9%
- Exchange-traded equities8%
- Non-exchange-traded equities1%
- Funds54%
- Bonds21%
- U.S. government and agency bonds16%
- State and local bonds4%
- Investment grade corporate bonds1%
- Cash18%
How many clients does Jamison Hanson Advisors have?
Jamison Hanson Advisors has 145 clients and manages $212 million for them, as of March 2026. They include 64 individual clients, 58 high-net-worth individuals, and 19 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 9 March 2026
What services does Jamison Hanson Advisors offer?
Jamison Hanson Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Jamison Hanson Advisors charge?
Jamison Hanson Advisors charges 0.50%–1.25% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $5,000 annual minimum.
Which custodians does Jamison Hanson Advisors use?
Jamison Hanson Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $212M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 March 2026
How many financial advisors does Jamison Hanson Advisors have?
Jamison Hanson Advisors has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Jamison Hanson Advisors invest in?
At the end of its last fiscal year, Jamison Hanson Advisors’ separately managed accounts held 54% registered funds (mutual funds, ETFs, BDCs), 18% cash and equivalents, 16% U.S. government and agency bonds, 8% exchange-traded equities, 4% state and local bonds, 1% non-exchange-traded equities and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Jamison Hanson Advisors?
Jamison Hanson Advisors is owned through a holding company by Steven Jamison. Its direct owner is Salem Holdings, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 9 March 2026
How does Jamison Hanson Advisors get paid?
Jamison Hanson Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Jamison Hanson Advisors?
Jamison Hanson Advisors’ main office is at 1564 Commercial St. Se, Salem, OR 97302. Its phone number is 503-391-1040. Its website is jhadvisors.com.
