Kris
Jamison

Uniplan Investment Counsel, Inc

CRD#2566049
Investment Advisor
in Camas, WA

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About this Advisor

Kris Jamison is a financial advisor based in Camas, Washington, working with Uniplan Investment Counsel, Inc. Kris has previously held positions at Uniplan Real Estate Advisors F/K/A Forward Uniplan Advisors Inc, Uniplan Investment Counsel, Inc, Uniplan Distributors, LLC, and Uniplan Institutional Advisors LLC. Kris has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Washington. Currently, Kris is part of Uniplan Investment Counsel, Inc, which operates out of Camas, Washington. The firm has 1 office and 12 employees. The firm manages assets totaling $1.4 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and other services. The fee structure at Uniplan Investment Counsel, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets

Office Location

Camas, WA

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Uniplan Investment Counsel, Inc Brokerage Details

Total Assets Under Management

$1,386,300,000

WA Average: $2,826,565,184
Total Number of Employees

12

WA Average: 43
Total Number of Accounts

3,496

WA Average: 1,898
Average Account Size

$396,539

WA Average: $1,489,234

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other

Kris Jamison Work History

2021 - Present (3 years)

Uniplan Institutional Advisors LLC

2010 - Present (14 years)

Uniplan Investment Counsel, Inc

2010 - Present (14 years)

Uniplan Distributors, LLC

2010 - 2021 (11 years)

Uniplan Real Estate Advisors F/K/A Forward Uniplan Advisors Inc

Disclosures

Please visit the SEC profile of Kris Jamison to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Uniplan Investment Counsel, Inc

Kris Jamison
Camas, WA
Richard Imperiale
Milwaukee, WI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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