Robert Jamison
Investment adviser representative at Vawter Financial Ltd
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$394.4MFirm assets
Are you Robert Jamison? 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 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
Experience
11 years in the industry.
- Vawter Financial LtdJan 2022 to now
- Stoneburner Wealth ManagementJan 2021 to Jan 2022
- The Ohio State UniversityJan 2018 to Jan 2022
- EducationJan 2015 to Jan 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
Vawter Financial Ltd
$394.4MAssets managed
247Clients
4Advisers
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
- 7359379
- Firm CRD
- 108830