Check out our podcast FIN-LYT By EWA on YouTube!
Jamison began in the financial planning industry in 2018 and joined the EWA team in 2020. He finds fulfillment being at the center of all client’s financial decisions and alleviating financial stress by simplifying complex situations. He is currently pursuing his Certified Financial Planning designation. No goal is out of reach for him.
A cum laude graduate from Wheeling Jesuit University, Jamison earned a dual Bachelor of Science degrees in Accountancy and Business Administration with a concentration in Personal Financial Planning. While earning his degrees, he also played on the men’s lacrosse team for the university. He remains physically active through a disciplined routine of various at-home workouts and group fitness classes.
When he’s not working or working out, he’s probably traveling, golfing, or spending time at home with his dog, Chance.
In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.
EWA, LLC dba Equilibrium Wealth Advisors, is an SEC-registered investment advisory firm providing investment advisory and financial planning services to clients.
Investments in securities and insurance products are not insured by any state or federal agency.
To view EWA’s public disclosure, registration, Form ADV and Part 2B’s, click here.
To view EWA’s Client Relationship Summary (CRS), click here.
