$212.0M Total AUM
$212.0M Disc. AUM
12.8% 3Y CAGR
4 Employees
147 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-24-2006
- Office Locations
- 1
Office Locations
1564 Commercial St. SE Salem OR
About JH Advisors
JH Advisors is a fee-only firm combining full-service accounting with comprehensive financial planning. With CPA and CERTIFIED FINANCIAL PLANNER™ expertise, it integrates tax strategy with investment and retirement planning, benefits and equity-decision support, and estate/legacy coordination for individuals and families navigating work transitions, caregiving, or loss. Client assets are custodied at Charles Schwab.
Team overview
38 AVG AGE
$53.0M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
11.5 yrs AVG TENURE
4 Employees
4 Advisory Reps
2 RIA Reps
20yrs Firm Age
Insights
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Investment Themes
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Technology
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Owner & Executives
S
STEVEN KIRT JAMISON
Chief Compliance Officer, Principal
- CRD
- #5704384
- Ownership
- Less than 5%
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M
MATHEW ALAN WYNN
Advisor
- CRD
- #7280665
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $212,048,671 | $512,195 |
| Non-Discretionary | $0 | -- |
| Total | $212,048,671 | $512,195 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available Equity - Exchange:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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