J
Jameson & Griffin Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$21,000,000
Clients
83
1% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
83
Very HighAverage account size
$253,012
About
Jameson & Griffin Financial is a sole‑proprietorship registered investment adviser that provides ongoing portfolio management to individual and high‑net‑worth clients, preparing individualized investment policy statements and handling asset allocation, security selection, and regular portfolio monitoring. The firm reports managing approximately $21 million across roughly 83 client accounts and offers both discretionary and non‑discretionary services with no stated account minimum.
The firm’s investment approach is grounded in modern portfolio theory and a long‑term trading strategy, with clients’ risk tolerances, time horizons, and tax considerations documented in each investment policy statement. It generally seeks discretionary trading authority to implement allocations and performs at least quarterly reviews, with quarterly reporting provided via the custodian.
Distinctive operational features include a requirement that clients custody accounts at Schwab Institutional and disclosed access to Schwab’s institutional trading, research, and related services, which the firm notes may provide soft‑dollar benefits. The firm collects asset‑based advisory fees in advance (withdrawn directly from client accounts), does not participate in wrap fee programs, and has recently discontinued offering insurance sales as part of its business activities.
Client services
Portfolio management
Expertise
Wealth management
Passive / index investing
Fee options
1.00% annually
Main office location
Jameson & Griffin Financial
Westerville OH, United States
Number of offices
1
Most active in
Jameson & Griffin Financial has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
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