Kris
Jamison
Uniplan Investment Counsel, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Kris Jamison is a financial advisor who works in Camas, Washington who has 13 years of industry experience. Jamison is an advisor for Uniplan Investment Counsel, Inc. Their career trajectory has included roles at Uniplan Real Estate Advisors F/K/A Forward Uniplan Advisors Inc, Uniplan Investment Counsel, Inc, Uniplan Distributors, LLC and Uniplan Institutional Advisors LLC. Jamison has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Washington. Uniplan Investment Counsel, Inc is a business based out of Union Grove, WI. The firm has a total of 11 advisors. It controls $2 billion in assets between its 4,133 client accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 60 charitable organizations. The firm performs a number of services, including 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. A financial advisor's fees largely depend on which service is offered. However, fee types billed by Uniplan Investment Counsel, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Uniplan Investment Counsel, Inc Brokerage Details
$1,450,300,000
11
4,133
$350,907
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
Kris has been registered as a financial advisor for 13 years.*
Uniplan Institutional Advisors LLC
Uniplan Investment Counsel, Inc
Uniplan Distributors, LLC
Uniplan Real Estate Advisors F/K/A Forward Uniplan Advisors Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Camas, WA
Union Grove, WI
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
