{"url":"https://nivawealth.com/firms/jamison-hanson-advisors-139587","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/139587","regulatoryAum":212048671,"crd":"139587","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5704384","suffix":null,"lastName":"JAMISON","firstName":"STEVEN","middleName":"KIRT"},{"crd":"7280665","suffix":null,"lastName":"WYNN","firstName":"MATHEW","middleName":"ALAN"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-23","regulatoryAum":122966968,"clients":124,"employees":6,"offices":1},{"filedOn":"2022-03-16","regulatoryAum":141869971,"clients":123,"employees":7,"offices":1},{"filedOn":"2023-03-24","regulatoryAum":139179424,"clients":131,"employees":6,"offices":1},{"filedOn":"2024-03-25","regulatoryAum":167586797,"clients":136,"employees":6,"offices":1},{"filedOn":"2025-03-05","regulatoryAum":171753824,"clients":138,"employees":4,"offices":1},{"filedOn":"2026-03-09","regulatoryAum":212048671,"clients":145,"employees":4,"offices":1}],"secFileNumber":"801-113286","legalName":"Jamison Hanson Advisors LLC","displayName":"Jamison Hanson Advisors","slug":"jamison-hanson-advisors-139587","website":"https://jhadvisors.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/139587/fe8a8a21d61a30a3-r1.webp","tone":"dark","width":604,"height":200,"sourceUrl":"https://jhadvisors.com/","sourceLabel":"JH Advisors, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/jhadvisors/","xUrl":"https://twitter.com/jhadvisors","founded":null,"organization":"Oregon limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1564 Commercial St. Se","city":"Salem","state":"OR","stateName":"Oregon","country":"United States","postalCode":"97302"},"tradeNames":[],"registration":{"secApproved":"25 May 2018","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1480624,"staff":{"employees":4,"advisory":4,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":212048671,"discretionary":212048671,"discretionaryAccounts":414,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":2},"clientTypes":[{"label":"Individuals (other than HNW)","clients":64,"regulatoryAum":23933407},{"label":"High-net-worth individuals","clients":58,"regulatoryAum":156702721},{"label":"Pension and profit-sharing plans","clients":19,"regulatoryAum":28058222},{"label":"Charitable organizations","clients":1,"fewerThan5":true,"regulatoryAum":2865836},{"label":"Corporations and other businesses","clients":3,"fewerThan5":true,"regulatoryAum":488485}],"feePrograms":[{"role":"main","program":"Investment Management Services","feeBasis":"marginal","fee_tiers":[{"to":500000,"pct":1.25,"from":0},{"to":1000000,"pct":0.9,"from":500000},{"to":2000000,"pct":0.7,"from":1000000},{"to":3000000,"pct":0.6,"from":2000000},{"to":5000000,"pct":0.55,"from":3000000},{"to":null,"pct":0.5,"from":5000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016245","versionId":1016245,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-09","documentName":"JH ADVISORS FORM ADV PART 2A","fee_rate_low":0.5,"fee_rate_high":1.25,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":"annual","fee_minimum_annual":5000},{"role":"other","program":"Financial Consulting","summary":"Hourly consulting with a minimum fee of $1,000; advance payment is capped at $500 for work not completed within six months.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016245","versionId":1016245,"submittedOn":"2026-03-09","documentName":"JH ADVISORS FORM ADV PART 2A"},{"role":"other","program":"Financial Planning","summary":"Fixed monthly fee, negotiable, generally $95 to $695 per month, paid in advance.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016245","versionId":1016245,"submittedOn":"2026-03-09","documentName":"JH ADVISORS FORM ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T13:24:56.598794+00:00","documents":[{"name":"JH ADVISORS FORM ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016245","versionId":1016245,"submittedOn":"2026-03-09"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":212048671}],"custodyNote":"Jamison Hanson Advisors has custody of $65.2M for 36 clients.","otherCustodians":[],"leadership":[{"name":"Steven Jamison","title":"Chief Compliance Officer","crd":"5704384"}],"ownership":[{"label":"Salem Holdings, Inc.","detail":"Owner in the 75% or more ownership band and a control person, since January 2019."},{"label":"Steven Jamison","detail":"Indirect owner: a owner of Salem Holdings, Inc. in the 75% or more band and a control person, since January 2019.","parent":"Salem Holdings, Inc."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Oregon","offices":1,"addresses":[{"street":"1564 Commercial St. Se","city":"Salem","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"503-391-1040","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Selection of other advisers (including private fund managers)","Educational seminars/workshops","Other"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":8},{"label":"Non-exchange-traded equity securities","percent":1},{"label":"U.S. government/agency bonds","percent":16},{"label":"U.S. state and local bonds","percent":4},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":54},{"label":"Cash and cash equivalents","percent":18}],"privateFunds":0},"sources":{"adv1FilingDate":"9 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/139587/PDF/139587.pdf","brochureDate":"9 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016245","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Jamison Hanson Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Jamison Hanson Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Jamison Hanson Advisors charge?","answer":"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.","source":"JH ADVISORS FORM ADV PART 2A, filed 9 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Jamison Hanson Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Jamison Hanson Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Jamison Hanson Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Jamison Hanson Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Jamison Hanson Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Jamison Hanson Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 9 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}