JAMISON HANSON ADVISORS LLC
Legal name: JH ADVISORS
CRD #139587 SEC #801-113286 SALEM, OR 503.391.1040
SEC Registered
Total AUM
$171.8M
Discretionary
$171.8M
Employees
4
Clients
10
Accounts
391
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $171.8M | $171.8M | $0 | 4 | 10 |
| Mar 2024 | $167.6M | $167.6M | $0 | 6 | 7 |
| Oct 2023 | $139.2M | $139.2M | $0 | 6 | 2 |
| Mar 2023 | $139.2M | $139.2M | $0 | 6 | 2 |
| Oct 2022 | $141.9M | $141.9M | $0 | 7 | 2 |
| Mar 2022 | $141.9M | $141.9M | $0 | 7 | 2 |
| Mar 2021 | $123M | $122.4M | $535.2K | 6 | 1 |
| Jun 2020 | $110.8M | $110.1M | $765.9K | 6 | 1 |
| Mar 2020 | $110.8M | $110.1M | $765.9K | 6 | 1 |
| Nov 2019 | $103.8M | $99.2M | $4.6M | 6 | 6 |
| Oct 2019 | $103.8M | $99.2M | $4.6M | 6 | 6 |
| Mar 2019 | $103.8M | $99.2M | $4.6M | 6 | 6 |
| Oct 2018 | $109.6M | $104.7M | $4.9M | 6 | 4 |
| Oct 2018 | $109.6M | $104.7M | $4.9M | 6 | 4 |
| Sep 2018 | $109.6M | $104.7M | $4.9M | 6 | 4 |
| Apr 2018 | $109.6M | $104.7M | $4.9M | 6 | 4 |
| May 2012 | $73M | $70.2M | $2.9M | 1 | 26 |
| Mar 2012 | $73M | $70.2M | $2.9M | 1 | 26 |
| Jun 2010 | $53.7M | $51.3M | $2.4M | 5 | -- |
| Mar 2010 | $53.7M | $51.3M | $2.4M | 5 | -- |
| Mar 2007 | $50.6M | $48.7M | $1.9M | 5 | -- |
| Mar 2007 | $48.9M | $47.1M | $1.9M | 5 | -- |
| Feb 2006 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$171.8M
Discretionary$171.8M
Non-Disc.$0
Employees4
Clients10
DateMar 2024
Total AUM$167.6M
Discretionary$167.6M
Non-Disc.$0
Employees6
Clients7
DateOct 2023
Total AUM$139.2M
Discretionary$139.2M
Non-Disc.$0
Employees6
Clients2
DateMar 2023
Total AUM$139.2M
Discretionary$139.2M
Non-Disc.$0
Employees6
Clients2
DateOct 2022
Total AUM$141.9M
Discretionary$141.9M
Non-Disc.$0
Employees7
Clients2
DateMar 2022
Total AUM$141.9M
Discretionary$141.9M
Non-Disc.$0
Employees7
Clients2
DateMar 2021
Total AUM$123M
Discretionary$122.4M
Non-Disc.$535.2K
Employees6
Clients1
DateJun 2020
Total AUM$110.8M
Discretionary$110.1M
Non-Disc.$765.9K
Employees6
Clients1
DateMar 2020
Total AUM$110.8M
Discretionary$110.1M
Non-Disc.$765.9K
Employees6
Clients1
DateNov 2019
Total AUM$103.8M
Discretionary$99.2M
Non-Disc.$4.6M
Employees6
Clients6
DateOct 2019
Total AUM$103.8M
Discretionary$99.2M
Non-Disc.$4.6M
Employees6
Clients6
DateMar 2019
Total AUM$103.8M
Discretionary$99.2M
Non-Disc.$4.6M
Employees6
Clients6
DateOct 2018
Total AUM$109.6M
Discretionary$104.7M
Non-Disc.$4.9M
Employees6
Clients4
DateOct 2018
Total AUM$109.6M
Discretionary$104.7M
Non-Disc.$4.9M
Employees6
Clients4
DateSep 2018
Total AUM$109.6M
Discretionary$104.7M
Non-Disc.$4.9M
Employees6
Clients4
DateApr 2018
Total AUM$109.6M
Discretionary$104.7M
Non-Disc.$4.9M
Employees6
Clients4
DateMay 2012
Total AUM$73M
Discretionary$70.2M
Non-Disc.$2.9M
Employees1
Clients26
DateMar 2012
Total AUM$73M
Discretionary$70.2M
Non-Disc.$2.9M
Employees1
Clients26
DateJun 2010
Total AUM$53.7M
Discretionary$51.3M
Non-Disc.$2.4M
Employees5
Clients--
DateMar 2010
Total AUM$53.7M
Discretionary$51.3M
Non-Disc.$2.4M
Employees5
Clients--
DateMar 2007
Total AUM$50.6M
Discretionary$48.7M
Non-Disc.$1.9M
Employees5
Clients--
DateMar 2007
Total AUM$48.9M
Discretionary$47.1M
Non-Disc.$1.9M
Employees5
Clients--
DateFeb 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--