OUR FIRM

ABOUT

Jamison Private Wealth is a family-owned investment advisory firm offering a full range of investment and financial planning services to successful businesses, their owners, and their families.
Our clients value continuity, and so do we. We've built the firm on conservative investing principles and a succession plan that ensures that our clients, their children and grandchildren, and their businesses will be taken care of for decades to come.
Key Facts
  • Founded in 1988
  • 100% family-owned
  • Staff average 21 years of
    industry experience
  • Assets under management:
    $250+ million

Bobby Jamison

Founder & President

Bobby leads JPW's practice, with an extensive background in taxation and accounting that gives him a unique approach to investments from an overall tax perspective.

Fascinated by investing all his life, Bobby began his career as a practicing CPA, transitioned to managing his accounting clients' money in the 1980s, and founded Jamison Private Wealth (as Diversified Financial Planning Inc.) in 1988.

Bobby earned a B.S. in Industrial Management from Georgia Tech, an Masters in Professional Accounting from Georgia State University, his Certified Public Accountant* (CPA) license in 1978, and the Certified Financial Planner* (CFP) designation in 1987.

You can learn more about Bobby Jamison on the SEC's website.

Peyton Jamison

A portfolio manager and client relationship manager at JPW, Peyton's goal since middle school was to work in money management with his father. After graduating from Auburn University, Peyton started his career at Smith Barney before joining Jamison Private Wealth in 2006.

Peyton is married with three children, chairman of the Milton Planning Commission, and donates his time to community service within the Crabapple area.

Peyton received a B.S. in Finance at Auburn University and earned the Certified Financial Planner* (CFP) designation in 2008.

You can learn more about Peyton Jamison on the SEC's website.

Joey Spain

Joey performs portfolio analysis and tax planning for individual and business clients. He has a long family association with the Jamisons and began working at JPW in 2002.

Joey is married with 4 children, active in his church, and a home brewing enthusiast.

Joey received a B.S. in Industrial and Systems Engineering from Georgia Tech and an MBA from Kennesaw State University. He earned the Certified Financial Planner* (CFP) designation in 2008 and has been a licensed CPA since 2014.

You can learn more about Joey Spain on the SEC's website.

Jill Connor

Jill joined JPW in 2017 bringing her background in the financial services and pharmaceutical industries managing operations and enhancing client experiences.

Jill is married with two children and enjoys traveling, running, volunteering with her children's schools and giving tours as a docent at Roswell's historic Bulloch Hall.

Jill graduated in 1997 with a B.S. in Public Health from the University of North Carolina at Chapel Hill.