Company Information

Get to know Jamison Eaton & Wood, Inc.

Founded in 1978, Jamison Eaton & Wood, Inc. is an employee-owned registered investment adviser (RIA) that operates on a fee-only basis, ensuring its advice is aligned with client interests. The firm is committed to a fiduciary standard, providing personalized financial planning and discretionary investment management services. Its core philosophy revolves around building long-term client relationships through disciplined investment strategies, comprehensive wealth management, and a commitment to independence and objectivity.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Jamison Eaton & Wood, Inc.

United States

Founded in

1972 (54 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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ASIC

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.