Jamison David Imhoff
Investment adviser representative at Hbw Advisory Services LLC
7 yearsExperience
2 statesRegistered in
$1.7BFirm assets
13 yearsFirm in business
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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
- Seminars and workshops
Experience
7 years in the industry.
- Blue Diamond Financial Coaching LLCJun 2017 to now
- Hbw Advisory Services LLCMay 2017 to now
- Blue Diamond Financial SolutionsMay 2012 to now
- Hbw Insurance & Financial Services, Inc.May 2012 to now
- Elite Marketing GroupMay 2018 to Dec 2019
- Cetera Advisor Networks LLCJun 2017 to Sep 2023
- Hbw Tax Partners Services LLCJan 2016 to Jan 2018
- Jamison ImhoffOct 2014 to Dec 2019
- Hbw Securities LLCJan 2014 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (KY, MI).
Hbw Advisory Services LLC
$1.7BAssets managed
13,864Clients
68Advisers
13 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
- 6068467
- Firm CRD
- 143665