Jamison Private Wealth Management, Inc.
Georgia
Registered In
10/11/1988
Incorp. Date
Company Summary
Jamison Private Wealth Management, Inc. at 12630 Crabapple Rd STE 300, Milton, Ga 30004 lists Jamison Robert P and Jamison, Robert P of Milton, GA.
Overview
Registered In
Georgia
Incorporation Date
Company Type
Domestic Profit Corporation
Status
Active/Compliance
Registration Type
Domestic
Search Other Resources
People
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Robert P Jamison
Registered Agent
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12630 CRABAPPLE RD STE 300, MILTON, GA 30004
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Jamison Robert P
CEO
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12630 CRABAPPLE RD STE 300, MILTON, GA 30004
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Jamison, Robert P
CEO
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12630 CRABAPPLE RD STE 300, MILTON, GA 30004
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Jamison Robert P Jr.
CFO
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12630 CRABAPPLE RD STE 300, MILTON, GA 30004
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Jamison, Robert P
CFO
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12630 CRABAPPLE RD STE 300, MILTON, GA 30004
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Robert P. Jamison Jr.
Secretary
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12630 CRABAPPLE RD STE 300, MILTON, GA 30004
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Robert P. Jamison
Secretary
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12630 CRABAPPLE RD STE 300, MILTON, GA 30004
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Map & Locations
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12630 CRABAPPLE RD STE 300, MILTON, GA 30004
View Map
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Financials
Financial Information for Jamison Private Wealth Management, Inc.
Form 5500
JAMISON PRIVATE WEALTH MANAGEMENT, INC.
12630 Crabapple Road, Suite 300, Milton, Ga 30004 (678) 323-3454 EIN:58-1833272 Plan Admin:Robert P. Jamison Jr.| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameJAMISON PRIVATE WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #002 Participants BOY/EOY4 / 5 Assets BOY/EOY$3,549,886 / $4,988,820 | 2023 | JAMISON PRIVATE WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #002 | 4 / 5 | $3,549,886 / $4,988,820 |
| 2022 | Plan NameJAMISON PRIVATE WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$968,518 / $3,549,886 | 2022 | JAMISON PRIVATE WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #002 | 4 / 4 | $968,518 / $3,549,886 |
| 2022 | Plan NameJAMISON PRIVATE WEALTH MANAGEMENT, INC. DEFINED BENEFIT PLAN Plan #001 Participants BOY/EOY4 / 0 Assets BOY/EOY$3,215,593 / $0 | 2022 | JAMISON PRIVATE WEALTH MANAGEMENT, INC. DEFINED BENEFIT PLAN - Plan #001 | 4 / 0 | $3,215,593 / $0 |
| 2021 | Plan NameJAMISON PRIVATE WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$705,843 / $968,518 | 2021 | JAMISON PRIVATE WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #002 | 4 / 4 | $705,843 / $968,518 |
| 2020 | Plan NameJAMISON PRIVATE WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$434,250 / $705,843 | 2020 | JAMISON PRIVATE WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #002 | 4 / 4 | $434,250 / $705,843 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
JAMISON PRIVATE WEALTH MANAGEMENT, INC
12630 Crabapple Road Suite 300, Alpharetta, Ga 30004| Loan Date | Approved | Forgiven | Lender | Jobs | ||
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| 04/15/2020 | Approved$128,900 Forgiven$130,268 LenderThe First Bank Jobs4 | 04/15/2020 | $128,900 | $130,268 | The First Bank | 4 |
PPP Loans based on Paycheck Protection Program.
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Address Match:12630 Crabapple Rd Ste 300 Milton, GA
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|
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|
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|
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|
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|
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|
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|
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|
Simply Bliss Nails Spa LLC.
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|
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|
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|
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Mugs on Milton, LLC
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|
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Person/City Match:Robert P Jamison - Milton, GA
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Cgc General Agency, Incorporated
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|
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Sources
The following government agencies have contributed data:
• Georgia Corporations Division • U.S. Department of Labor • U.S. Small Business Administration
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