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Cameron Allen Jamison

Bedell Frazier Investment Counselling, LLC

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About Cameron Allen Jamison

Cameron Jamison is an Investment Advisor Representative at Bedell Frazier Investment Counselling, LLC. Cameron has been in the financial services industry since January 2013 and joined Bedell Frazier Investment Counselling, LLC in August 2021. Cameron is registered as an Investment Advisor Representative in California and Texas. Cameron holds the Series 65 license and is active in the industry.

Firm Information

Cameron Jamison is currently registered with Bedell Frazier Investment Counselling, LLC. Bedell Frazier Investment Counselling, LLC is an investment advisory firm based in Walnut Creek, California. They provide financial planning, pension consulting, and portfolio management services for individuals, businesses, and charitable organizations. They have over $722 million in assets under management, serving approximately 1,749 clients.
Bedell Frazier Investment Counselling, LLC

200 PRINGLE AVENUE

WALNUT CREEK, CA 94596

$722.34M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Cameron Jamison’s Registration & Firm History

CA

02/28/2024 - Present

Bedell Frazier Investment Counselling, LLC (WALNUT CREEK CA)

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Licenses & Designations

IA

Issued 02/28/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cameron Allen Jamison.
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