Oscar Joe Spain
Investment adviser representative at Jamison Private Wealth Management, Inc.
24 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm assets
Are you Oscar Joe Spain? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- Jamison Private Wealth Management, Inc.Jul 2009 to now
- Jamison Private Wealth (formerly Diversified Finanical Planning)Jan 2002 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (GA).
Jamison Private Wealth Management, Inc.
$1.1BAssets managed
534Clients
4Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4930298
- Firm CRD
- 109040