JAMISON PRIVATE WEALTH MANAGEMENT, INC.
CRD #109040 SEC #801-57167 MILTON, GA 678-323-3454
SEC Registered
Total AUM
$851.3M
Discretionary
$840.5M
Employees
4
Clients
0
Accounts
1,180
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $851.3M | $840.5M | $10.8M | 4 | 0 |
| May 2024 | $665.8M | $645.7M | $20M | 4 | 0 |
| Feb 2024 | $665.8M | $645.7M | $20M | 4 | 0 |
| Feb 2023 | $555.5M | $539.3M | $16.2M | 3 | 0 |
| Feb 2022 | $551.7M | $531.6M | $20.2M | 3 | 0 |
| Apr 2021 | $432.8M | $424M | $8.8M | 3 | 0 |
| Feb 2021 | $432.8M | $424M | $8.8M | 3 | 0 |
| Jun 2020 | $376.9M | $366.1M | $10.8M | 3 | 0 |
| Feb 2020 | $376.9M | $366.1M | $10.8M | 3 | 0 |
| Apr 2019 | $307.5M | $295.8M | $11.7M | 3 | 0 |
| Mar 2019 | $307.5M | $295.8M | $11.7M | 3 | 0 |
| Oct 2018 | $274.6M | $264M | $10.6M | 3 | 0 |
| Mar 2018 | $274.6M | $264M | $10.6M | 3 | 0 |
| Oct 2017 | $276M | $11.5M | $264.5M | 3 | 0 |
| Mar 2017 | $254.6M | $243.9M | $10.7M | 3 | 235 |
| Nov 2016 | $220.1M | $220M | $100K | 3 | 220 |
| Mar 2016 | $220.1M | $220M | $100K | 3 | 220 |
| Feb 2015 | $240.5M | $230.1M | $10.4M | 3 | 300 |
| Jan 2015 | $222.1M | $212.3M | $9.8M | 3 | 200 |
| Mar 2014 | $222.1M | $212.3M | $9.8M | 3 | 200 |
| Nov 2013 | $184M | $173.6M | $10.4M | 3 | 250 |
| Nov 2013 | $184M | $173.6M | $10.4M | 3 | 250 |
| Mar 2013 | $184M | $173.6M | $10.4M | 3 | 250 |
| Jan 2013 | $167.6M | $163.8M | $3.8M | 3 | 225 |
| Dec 2012 | $167.6M | $163.8M | $3.8M | 3 | 225 |
| Nov 2012 | $167.6M | $163.8M | $3.8M | 3 | 225 |
| Mar 2012 | $167.6M | $163.8M | $3.8M | 1 | 225 |
| Mar 2011 | $151.6M | $148.4M | $3.2M | 5 | -- |
| Jan 2011 | $120.9M | $109.2M | $11.7M | 5 | -- |
| Mar 2010 | $120.9M | $109.2M | $11.7M | 5 | -- |
| Feb 2009 | $115.9M | $100.5M | $15.4M | 5 | -- |
| Mar 2008 | $115.9M | $100.5M | $15.4M | 5 | -- |
| Mar 2007 | $108.3M | $91M | $17.3M | 5 | -- |
| Jan 2007 | $66.2M | $57.6M | $8.5M | 5 | -- |
| Mar 2006 | $66.2M | $57.6M | $8.5M | 5 | -- |
| Mar 2004 | $52.8M | $48M | $4.8M | 5 | -- |
| Mar 2002 | $42.2M | $37.7M | $4.4M | 5 | -- |
| Aug 2001 | $30.2M | $23M | $7.2M | 5 | -- |
DateFeb 2025
Total AUM$851.3M
Discretionary$840.5M
Non-Disc.$10.8M
Employees4
Clients0
DateMay 2024
Total AUM$665.8M
Discretionary$645.7M
Non-Disc.$20M
Employees4
Clients0
DateFeb 2024
Total AUM$665.8M
Discretionary$645.7M
Non-Disc.$20M
Employees4
Clients0
DateFeb 2023
Total AUM$555.5M
Discretionary$539.3M
Non-Disc.$16.2M
Employees3
Clients0
DateFeb 2022
Total AUM$551.7M
Discretionary$531.6M
Non-Disc.$20.2M
Employees3
Clients0
DateApr 2021
Total AUM$432.8M
Discretionary$424M
Non-Disc.$8.8M
Employees3
Clients0
DateFeb 2021
Total AUM$432.8M
Discretionary$424M
Non-Disc.$8.8M
Employees3
Clients0
DateJun 2020
Total AUM$376.9M
Discretionary$366.1M
Non-Disc.$10.8M
Employees3
Clients0
DateFeb 2020
Total AUM$376.9M
Discretionary$366.1M
Non-Disc.$10.8M
Employees3
Clients0
DateApr 2019
Total AUM$307.5M
Discretionary$295.8M
Non-Disc.$11.7M
Employees3
Clients0
DateMar 2019
Total AUM$307.5M
Discretionary$295.8M
Non-Disc.$11.7M
Employees3
Clients0
DateOct 2018
Total AUM$274.6M
Discretionary$264M
Non-Disc.$10.6M
Employees3
Clients0
DateMar 2018
Total AUM$274.6M
Discretionary$264M
Non-Disc.$10.6M
Employees3
Clients0
DateOct 2017
Total AUM$276M
Discretionary$11.5M
Non-Disc.$264.5M
Employees3
Clients0
DateMar 2017
Total AUM$254.6M
Discretionary$243.9M
Non-Disc.$10.7M
Employees3
Clients235
DateNov 2016
Total AUM$220.1M
Discretionary$220M
Non-Disc.$100K
Employees3
Clients220
DateMar 2016
Total AUM$220.1M
Discretionary$220M
Non-Disc.$100K
Employees3
Clients220
DateFeb 2015
Total AUM$240.5M
Discretionary$230.1M
Non-Disc.$10.4M
Employees3
Clients300
DateJan 2015
Total AUM$222.1M
Discretionary$212.3M
Non-Disc.$9.8M
Employees3
Clients200
DateMar 2014
Total AUM$222.1M
Discretionary$212.3M
Non-Disc.$9.8M
Employees3
Clients200
DateNov 2013
Total AUM$184M
Discretionary$173.6M
Non-Disc.$10.4M
Employees3
Clients250
DateNov 2013
Total AUM$184M
Discretionary$173.6M
Non-Disc.$10.4M
Employees3
Clients250
DateMar 2013
Total AUM$184M
Discretionary$173.6M
Non-Disc.$10.4M
Employees3
Clients250
DateJan 2013
Total AUM$167.6M
Discretionary$163.8M
Non-Disc.$3.8M
Employees3
Clients225
DateDec 2012
Total AUM$167.6M
Discretionary$163.8M
Non-Disc.$3.8M
Employees3
Clients225
DateNov 2012
Total AUM$167.6M
Discretionary$163.8M
Non-Disc.$3.8M
Employees3
Clients225
DateMar 2012
Total AUM$167.6M
Discretionary$163.8M
Non-Disc.$3.8M
Employees1
Clients225
DateMar 2011
Total AUM$151.6M
Discretionary$148.4M
Non-Disc.$3.2M
Employees5
Clients--
DateJan 2011
Total AUM$120.9M
Discretionary$109.2M
Non-Disc.$11.7M
Employees5
Clients--
DateMar 2010
Total AUM$120.9M
Discretionary$109.2M
Non-Disc.$11.7M
Employees5
Clients--
DateFeb 2009
Total AUM$115.9M
Discretionary$100.5M
Non-Disc.$15.4M
Employees5
Clients--
DateMar 2008
Total AUM$115.9M
Discretionary$100.5M
Non-Disc.$15.4M
Employees5
Clients--
DateMar 2007
Total AUM$108.3M
Discretionary$91M
Non-Disc.$17.3M
Employees5
Clients--
DateJan 2007
Total AUM$66.2M
Discretionary$57.6M
Non-Disc.$8.5M
Employees5
Clients--
DateMar 2006
Total AUM$66.2M
Discretionary$57.6M
Non-Disc.$8.5M
Employees5
Clients--
DateMar 2004
Total AUM$52.8M
Discretionary$48M
Non-Disc.$4.8M
Employees5
Clients--
DateMar 2002
Total AUM$42.2M
Discretionary$37.7M
Non-Disc.$4.4M
Employees5
Clients--
DateAug 2001
Total AUM$30.2M
Discretionary$23M
Non-Disc.$7.2M
Employees5
Clients--