Building and maintaining wealth for our clients since 1988.

OUR APPROACH OUR SERVICES

OUR CREDO

Putting clients first is so important to us, we go a step beyond most advisors by assuming a fiduciary duty. Here are three main ways we make good on our obligation:

Transparency.

Informed clients make better decisions. We think clients deserve to know exactly what they're paying for investment services—and we make that easy with a simple fee-only arrangement.

Transparency is also one reason we manage money in-house—so we can tell our clients what they own and why.

Expert advice.

Clients deserve the best advice we can provide. That's why all of our principals have earned the Certified Financial Planner® designation.

Beyond the CFP® designations, the JPW team holds multiple CPA licenses including graduate degrees in Accounting and Business.

Continuity.

Life has more than enough change. Our clients know they will work with the same team for years to come, and get the same careful investment approach, individual attention, and high level of service.

THE JPW TEAM

Peyton Jamison

 

Investment experience: 13 years
With JPW: 11 years

A portfolio manager and client relationship manager at JPW, Peyton's goal since...
Read More >

Bobby Jamison

Founder & President

Investment experience: 39 years
With JPW: 30 years

Bobby leads JPW's practice, with an extensive background in taxation and...
Read More >

Joey Spain

 

Investment experience: 15 years
With JPW: 15 years

Joey performs portfolio analysis and tax planning for individual and business clients...
Read More >

Jill Connor

 

Investment experience: 2 years
With JPW: 1 year

Jill joined JPW in 2017 and manages operations and enhances client experiences...
Read More >

We're aligned with our clients.
~ 250,000
U.S. financial advisors
30% have the Certified Financial Planning® designation
19% are independent
AND fee-only
• clients first
• expert
• transparent

Your Unique Needs

Every client is different. From investment needs, tax treatment, and funding and income needs to legacy and estate planning, each client's situation demands a completely custom, attentive approach to planning and investing.
The best way to achieve each client's unique goals is by investing in-house, where we can completely control and customize their portfolio and their plan.

Our Value

We listen.
We invest in-house.
We think long-term.
LEARN MORE

Is it time you worked with a wealth advisor who puts you first?

LEARN MORE