Jamison Private Wealth is a family-owned wealth management firm offering fiduciary, fee-only financial planning, investment, and accounting services to successful individuals, their businesses, 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 20 years of
    industry experience
  • Assets under management:
    $800+ million

Bobby Jamison, CPA, CFP®

Principal & Chief Executive Officer

Fascinated by investing all his life, Bobby founded Jamison Private Wealth in 1988 and serves as the Chief Executive Officer of the firm. Bobby currently sits as the Chair of the Investment Committee at JPW in the direction of client investment assets and the firm's investment philosophy.

Beginning his career as a practicing CPA, Bobby transitioned to managing his accounting clients' money in the 1980s and brought with him an extensive background in taxation and accounting that gives him a valuable approach to investment management.

A proud native Atlantan, Bobby earned a B.S. in Industrial Management from the Georgia Institute of Technology and a Master of Professional Accounting from Georgia State University. Bobby has held his CPA license since 1978 and has been a CFP® professional since 1987. He has three children, three grandchildren, and enjoys cheering on the Georgia Tech football team with his Alpha Tau Omega fraternity brothers.

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

Peyton Jamison, CFP®

Principal & President

Peyton leads JPW's practice as President with a strong focus on client relationships, portfolio analysis, and investment allocation. Peyton believes that a firm must have a consistent investment philosophy in order to best serve their clients and he has implemented this approach within JPW's investment committee.

Peyton graduated from Auburn University with a B.S. in Finance and began his career at Smith Barney prior to joining Jamison Private Wealth in 2006. He earned the CERTIFIED FINANCIAL PLANNER™ certification in 2008.

Peyton is married with three children and donates his time to the community by serving as Mayor of the City of Milton.

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

Joey Spain, CPA, CFP®

Director of Tax and Financial Planning

Joey has a long association with the Jamison family, dating back to when Bobby and his father began working together in 1985. Joey currently serves as the Director of Tax and Financial Planning, in charge of overseeing portfolio analysis, tax planning, and compliance operations for JPW.

Joey began working at JPW in 2002 during his last year of his undergraduate studies at Georgia Tech where he graduated with a degree in Industrial Engineering. Joey has since obtained an MBA from Kennesaw State University and is a licensed CPA and CERTIFIED FINANCIAL PLANNER™ practitioner.

Joey resides in Alpharetta with his wife and four children. The Spains attend Roswell Presbyterian Church where Joey serves as both an Elder and Treasurer. In his spare time, Joey is a craft beer enthusiast and homebrewer.

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

Jack Miller

Wealth Advisor

Jack joined Jamison Wealth in 2023 as a Wealth Advisor and member of the Investment Committee. Prior to joining JPW, Jack graduated with Honors from the University of Georgia with a B.B.A in Finance, minor in Political Science, and certificate in Entrepreneurship. He is a licensed Investment Adviser Representative and is pursuing additional industry-level certifications.

While at UGA, he was involved in the Student Government Association, Terry Student Consulting, and volunteered his time with Whatever It Takes to mentor youth in the Athens-Clarke County community. Jack also held numerous leadership positions in his fraternity, Sigma Phi Epsilon.

Growing up in Milton, Jack looks forward to the opportunity to remain involved with the local community. Jack resides in Northwest Forsyth County and is a member of the Rotary Club of Lanier-Forsyth. He attends Living Faith Lutheran Church in Cumming.

Jill Connor

Operations Manager

Jill joined Jamison Wealth in 2017, bringing her expertise from skills she perfected in the financial services and pharmaceutical sales industries to enhance client experiences. With a focus on operations management, she quickly became an invaluable asset to the team in handling client requests and coordinating JPW's database management.

Outside of work, Jill finds joy in her roles as a wife, mom to two kids, traveling, reading, watching college sports (Go Tarheels!), and reading. She stays active through running, walking, and yoga, while her fascination with history keeps her constantly on the lookout for the next hidden vacation spot.

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