Robert Jamison
Financial advisor at Vawter Financial, Ltd. · Columbus, OH
Last updated 2026-10-10
Claim your profileRobert Jamison is a financial advisor at Vawter Financial, Ltd. in Columbus, OH, CRD 7359379. IAPD registration began 2025-10-20.
Registration
- CRD number
- 7359379
- Registration status
- Active
- IAPD registration
- 2025-10-20
- Industry Experience
- 0 years
- Work Experience
- 11 years
- States registered
- OH
Licenses and exams
No state licenses or exam codes are listed on the registration.
Designations
- CFP®
Work history
- 2015-01 to 2018-01 · Education · Columbus, OH
- 2018-01 to 2022-01 · The Ohio State University · Columbus, OH
- 2021-01 to 2022-01 · Stoneburner Wealth Management · Dublin, OH
- 2022-01 to Present · Vawter Financial Ltd · Columbus, OH
Current employment
- Vawter Financial Ltd · Columbus, OH
Vawter Financial, Ltd.
- Regulatory AUM
- $394,368,793
- Registered advisors
- 4
- Offices
- 1
- Average AUM per client
- $1.6M (Low)
- High-net-worth client ratio
- 41.7% (Moderate)
Vawter Financial, Ltd.: advisors, services and reported ETF investments
About
Robert Jamison is a CFP® financial advisor at Vawter Financial Ltd in Columbus, OH. The latest record indicates less than 1 year of industry experience and 11 years of reported work history.
Vawter Financial, Ltd.'s firm-level Form ADV reports 4 advisors across 1 offices; approximately 61.8 clients per advisor, average assets per client of $1,596,635, and regulatory AUM of $394.4M; client categories including Individuals (non-HNW) and High net worth individuals; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, and Pension Consulting Services.
PortfolioFuture's firm-level 13F analysis covers $239.4M across 93 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Robert Jamison personally.
Reported ETF positions
Vawter Financial reports 93 ETF positions worth $239.4M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| TUSI — Touchstone Ultra Short Income ETF | $19.3M |
| VBK — Vanguard Morningstar Small-Cap Growth ETF | $18.7M |
| VB — Vanguard Morningstar Small-Cap ETF | $14.4M |
| BNDX — Vanguard Total International Bond ETF | $14M |
| BSV — Vanguard Short-Term Bond ETF | $13.5M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Vawter Financial's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IOO — iShares Global 100 ETF | $478.1K | Top 99.5% | Peer conviction 84.9% · Active return +4.97% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $7.7M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | GSEW — Goldman Sachs Equal Weight U.S. Large Cap Equity ETF | $420.2K | Top 99.1% | Residual alpha +0.95% · Residual Sharpe 0.06 |
| Diversification Benefits | TUSI — Touchstone Ultra Short Income ETF | $19.3M | Top 98.4% | Replicability (R²) 49.0% · Residual Sharpe 0.29 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Vawter Financial, Ltd. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Location
1161 Bethel Road, Columbus, OH 43220
4 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 614-451-1002
- Website: vimeo.com/user92266688
- Youtube
Official record
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