{
  "crd_number": 139587,
  "slug": "jh-advisors-salem-or-139587",
  "primary_business_name": "JH ADVISORS",
  "legal_name": "JAMISON HANSON ADVISORS LLC",
  "dbas": [],
  "city": "Salem",
  "state": "OR",
  "country": "United States",
  "cbsa_code": "41420",
  "metro": {
    "cbsa_code": "41420",
    "common_name": "Salem",
    "msa_name": "Salem, OR",
    "path": "/advisors/or/salem"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-05-25",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-03-09",
  "carried_forward": false,
  "raum_total": 212048671.0,
  "raum_discretionary": 212048671.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 2865836.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 23933407.0,
      "count": 64
    },
    "pension_profit_sharing": {
      "raum": 28058222.0,
      "count": 19
    },
    "high_net_worth_individuals": {
      "raum": 156702721.0,
      "count": 58
    },
    "corporations_other_businesses": {
      "raum": 488485.0,
      "count": 3,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "HI",
    "OR",
    "UT",
    "WA"
  ],
  "websites": [
    "https://facebook.com/jhadvisors",
    "https://jhadvisors.com",
    "https://linkedin.com/company/jhadvisors",
    "https://twitter.com/jhadvisors"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/139587",
  "city_as_filed": "SALEM",
  "url": "https://advisorcensus.com/firm/jh-advisors-salem-or-139587",
  "display_name": "JH Advisors",
  "summary": "JH Advisors is an SEC-registered investment advisory firm in Salem, OR, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.",
  "citation": "AdvisorCensus. JH Advisors (CRD 139587): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is JH Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), JH Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is JH Advisors located?",
      "a": "JH Advisors' principal office is in Salem, OR, according to its Form ADV."
    },
    {
      "q": "Is JH Advisors registered with the SEC or a state?",
      "a": "JH Advisors is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 139587."
    },
    {
      "q": "How much does JH Advisors manage?",
      "a": "JH Advisors reports $212,048,671 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary)."
    },
    {
      "q": "How have JH Advisors' assets and staff changed since 2021?",
      "a": "In the Form ADV data for JH Advisors: Regulatory assets under management: $122,966,968 in the October 2021 data and $212,048,671 in the October 2026 data, up 72%. Total employees: 6 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does JH Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (64); high net worth individuals (58); pension and profit sharing plans (but not the plan participants or government pension plans) (19)."
    },
    {
      "q": "Which custodians does JH Advisors use?",
      "a": "JH Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does JH Advisors report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/139587"
    },
    {
      "q": "What changed in JH Advisors' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $171,753,824 to $212,048,671 (+23%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 122966968.0,
      "total_employees": 6,
      "filing_date": "2021-03-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 141869971.0,
      "total_employees": 7,
      "filing_date": "2022-03-16"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 139179424.0,
      "total_employees": 6,
      "filing_date": "2023-03-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 167586797.0,
      "total_employees": 6,
      "filing_date": "2024-03-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 171753824.0,
      "total_employees": 4,
      "filing_date": "2025-03-05"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 212048671.0,
      "total_employees": 4,
      "filing_date": "2026-03-09"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $171,753,824 to $212,048,671 (+23%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 9, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$5,000",
    "figures": [
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $5,000"
        ],
        "quotes": [
          "Minimum Annual Fee** $5,000.00",
          "**Minimum Fee may be waived at JH Advisors’ discretion."
        ]
      }
    ],
    "quotes": [
      "Minimum Annual Fee** $5,000.00",
      "**Minimum Fee may be waived at JH Advisors’ discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/jh-advisors-salem-or-139587.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 64,
      "fewer_than_5": false,
      "raum": 23933407.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 58,
      "fewer_than_5": false,
      "raum": 156702721.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 19,
      "fewer_than_5": false,
      "raum": 28058222.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 2865836.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": true,
      "raum": 488485.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/139587",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}