Andrew Jamison
Investment adviser representative at The Mather Group, LLC
10 yearsExperience
1 stateRegistered in
$13.4BFirm assets
15 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- The Mather Group, LLCApr 2025 to now
- Fifth Third SecuritiesNov 2022 to Apr 2025
- Fifth Third BankNov 2020 to Apr 2025
- Four FacetsJun 2020 to Oct 2020
- University of KentuckyAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (OH).
The Mather Group, LLC
$13.4BAssets managed
4,773Clients
109Advisers
15 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
- 7665132
- Firm CRD
- 156005