Jamison Eaton & Wood Inc (Bedminster)


Jamison Eaton & Wood Inc is a large advisory firm based in Bedminster. It manages $937.51 million of regulatory assets for 506 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, Florida, and 12 other states.

Jamison Eaton & Wood provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jamison Eaton & Wood: assets under management

The assets under management (AUM) of Jamison Eaton & Wood Inc is $937.51 million. The firm's AUM has gone down by -95% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $916.2 million in discretionary accounts and $21.3 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.89 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $968.2 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jamison Eaton & Wood Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Jamison Eaton & Wood Inc

Keith Hamilton Wood has been acting as President since 1 Sep 1972. George Anthony Decesare joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Keith Hamilton Wood President 1 Sep 1972 50% - 75% 4362967
Ernest Cruikshank Senior vice president 1 Dec 1988 Other 58104
Donald Bishop Stott Shareholder 1 Nov 1992 Other 723988
Rudolph Abel Senior vice president 1 Sep 1994 Other 4376435
Frederick Edward Thalmann Senior vice president 1 Apr 1996 Other 1045897
Peter Frederick Muratore Shareholder 1 Jan 2000 Other 342931
Gregory Scott Huning Senior vice president 1 Jun 2000 Other 1110770
Gregory Scott Huning Chief compliance officer 1 Jul 2002 Other 1110770
William Fuller Gadsden Senior vice president 1 Sep 2004 Other 1147155
George Anthony Decesare Chief compliance officer 1 May 2007 Other 2823973
Keith Hamilton Wood Chief compliance officer 1 Apr 2013 50% - 75% 4362967

Based in Bedminster

The principal office where Jamison Eaton & Wood Inc performs its advisory services is located at 135 Route 202/206, Suite 10, Bedminster, NJ 07921, which is also the mailing address of the firm. An additional office of the firm is in Princeton, NJ. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 973-635-6700 or by fax 908-532-0193. The normal business hours are 8:30am to 4:45pm on Monday - Friday.