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Steven Kirt Jamison

Investment adviser representative at Jh Advisors
17 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$212MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

17 years in the industry.

  1. Jh AdvisorsJul 2024 to now
  2. Jamison Hanson Advisors LLCJan 2022 to now
  3. Jamison Hanson LLCJan 2022 to now
  4. Green Newton Jamison, LLPNov 2013 to Jan 2022
  5. Green Wealth Management, LLCJul 2009 to Jan 2022

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2009

State registrations

Registered as an investment adviser representative in 3 states (CA, HI, OR).

Jh Advisors

Legal name: Jamison Hanson Advisors LLC

$212MAssets managed
145Clients
2Advisers
8 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
5704384
Firm CRD
139587
Advisor's SEC record (opens in a new tab)
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