# JH Advisors

> 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.

- CRD: 139587
- Filed as: JH ADVISORS
- Legal name: Jamison Hanson Advisors LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Salem, OR
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/139587
- AdvisorCensus page: https://advisorcensus.com/firm/jh-advisors-salem-or-139587

## Quick answers

**How is JH Advisors compensated?**
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).

**Where is JH Advisors located?**
JH Advisors' principal office is in Salem, OR, according to its Form ADV.

**Is JH Advisors registered with the SEC or a state?**
JH Advisors is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 139587.

**How much does JH Advisors manage?**
JH Advisors reports $212,048,671 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary).

**How have JH Advisors' assets and staff changed since 2021?**
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.

**What types of clients does JH Advisors serve?**
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).

**Which custodians does JH Advisors use?**
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.

**Does JH Advisors report any disciplinary disclosures?**
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

**What changed in JH Advisors' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $171,753,824 to $212,048,671 (+23%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 9, 2026)

- Minimum annual fee: $5,000

> Minimum Annual Fee** $5,000.00

> **Minimum Fee may be waived at JH Advisors’ discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $212,048,671
- Discretionary: $212,048,671
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 64 | $23,933,407 |
| High net worth individuals | 58 | $156,702,721 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 19 | $28,058,222 |
| Charitable organizations | 1 | $2,865,836 |
| Corporations or other businesses not listed above | 3 | $488,485 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, HI, OR, UT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jhadvisors.com
- Facebook @jhadvisors
- LinkedIn @jhadvisors
- X @jhadvisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $122,966,968 | 6 | March 23, 2021 |
| October 2022 | $141,869,971 | 7 | March 16, 2022 |
| October 2023 | $139,179,424 | 6 | March 24, 2023 |
| October 2024 | $167,586,797 | 6 | March 25, 2024 |
| October 2025 | $171,753,824 | 4 | March 5, 2025 |
| October 2026 | $212,048,671 | 4 | March 9, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $171,753,824 to $212,048,671 (+23%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JH Advisors (CRD 139587): Form ADV filing data as of October 2026.