Jamison Eaton & Wood Inc is a large advisory firm based in Bedminster. It manages $937.51 million of regulatory assets for 506 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, Florida, and 12 other states.
Jamison Eaton & Wood provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Jamison Eaton & Wood Inc is $937.51 million. The firm's AUM has gone down by -95% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Jamison Eaton & Wood Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Keith Hamilton Wood has been acting as President since 1 Sep 1972. George Anthony Decesare joined the executive team most recently as the Chief Compliance Officer.
The principal office where Jamison Eaton & Wood Inc performs its advisory services is located at 135 Route 202/206, Suite 10, Bedminster, NJ 07921, which is also the mailing address of the firm. An additional office of the firm is in Princeton, NJ. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 973-635-6700 or by fax 908-532-0193. The normal business hours are 8:30am to 4:45pm on Monday - Friday.