Jamison Bowman
Jamison Bowman is a registered investment advisor at Silver Oak Securities, INC., based in Memphis, TN, with 51 years of industry experience. Jamison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 8,671 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Silver Oak Securities offers investment management through its Compass and AdvisorFX programs. The advisor fee is negotiable, with a maximum of 2% of assets. In addition to the advisor fee, there is a platform fee that includes a flat $45 per year and an asset-based fee between 0.08% and 0.15% for Compass accounts, and 0.20% for AdvisorFX accounts. Fees are billed quarterly or monthly, either in arrears or in advance. The platform fee covers access to account data, performance reporting, and other services.
Location
1331 Union Ave, Suite 1000, Memphis, TN, 38104
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Regulatory History (1)
Customer Dispute
October 1987Other Business ActivitiesSells Insurance
Jamison owns Buttonwood Consulting, providing tax preparation services, and is an adjunct faculty member at DeVry University and University of Phoenix, teaching economics classes. Additionally, Jamison sells life insurance and fixed annuities, dedicating about 10-20% of their time to this activity.
Employment History
Current Registrations
Silver Oak Securities, INC.
Silver Oak Securities, IncorporatedBroker
Previous Registrations
Aig Financial Advisors, INC.
Aig Financial Advisors, INC.Broker
Sunamerica Securities, INC.
Sunamerica Securities, INC.Broker
Anchor National Financial Services, INC.Broker
A. G. Edwards & Sons, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.