Steven Jamison
Advisor at JH Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Steven Jamison is a CFP® with 16 years of industry experience, currently serving at JH Advisors. His prior roles include positions at Green Newton Jamison, LLP and Green Wealth Management, LLC. In addition to his advisory work, he is a partner and owner of an accounting firm, where he dedicates significant time outside of tax season. JH Advisors offers investment management, financial planning, retirement plan advisory, and consulting services to individuals, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm employs an evidence-based investment approach grounded in Modern Portfolio Theory, emphasizing passive asset-class allocations and low turnover.
Client services
Based on JH Advisors
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Consulting
Expertise
Based on JH Advisors
Tax-loss harvesting
Passive / index investing
Income planning
Retirement income strategy
Retirement plans for business owners (SEP, solo 401k)
Fee options
Financial planning fees generally range from $95 to $695 per month, paid monthly in advance
$0 - $500,000: 1.25% $500,000 - $1,000,000: 0.90% $1,000,000 - $2,000,000: 0.70% $2,000,000 - $3,000,000: 0.60% $3,000,000 - $5,000,000: 0.55% $5,000,000+: 0.50%
$75 - $2,295 per hour, minimum fee $1,000
Account minimum: $500,000 Minimum fee: $5,000.00 minimum annual fee, may be waived at discretion
Location
1564 Commercial St. Se
Salem, OR 97302
Most active in
Steven J has reported serving >5 clients in these states in the last 12 months.
California · Hawaii · Oregon
Work history
Jamison Hanson Llc
2022 - Present (4 years)
Jamison Hanson Advisors Llc
2022 - Present (4 years)
Green Newton Jamison, Llp
2013 - 2022 (9 years)
Green Wealth Management, Llc
2009 - 2022 (13 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Brenna J
CFP®
Salem, OR
Collective Wealth Planning
My work as a financial planner is grounded in two core values: growth and connection. I believe financial planning is most powerful when it helps people grow into the next chapter of their lives and reconnect with what matters most to them. I’ve lived in Oregon most of my life, have called Salem home since 2007, and have worked in financial planning since 2013. I bring both technical expertise and deep local knowledge to my work, particularly for retirees and Oregon public employees navigating complex benefit decisions. Money is both practical and emotional, so my approach runs in parallel: we work through the numbers and the human side of financial decisions. My role is not to dictate outcomes, but to serve as a facilitator and guide—helping clients co-create a financial plan that supports their values, priorities, and sense of purpose.
Alicia M
Series 63, Series 66
Salem, OR
Difi Advisory
Danae J
CFP®, Series 66
Salem, OR
Capital Financial Planners
Mathew W
Series 65
Salem, OR
JH Advisors
Paul C
Series 66
Salem, OR
JGC Tax & Wealth Management
Katie F
Series 65
Salem, OR
JGC Tax & Wealth Management
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