Insights

Potential Upsell Independent investment management firm with a mid-sized team (11-50 employees) handling individuals, retirement plans, foundations, endowments, Taft-Hartley funds, and corporate investors. Ideal cross-sell opportunities with technology, data security, and managed services that support diversified client needs.

Growth Readiness Revenue range of 10M-25M suggests a growth trajectory and potential appetite for enhanced advisory services, performance analytics, or expanded product offerings to scale with increasing assets under management.

Digital Presence Tech stack includes WordPress and SEO tooling indicating active digital marketing. Opportunity to propose advanced digital marketing analytics, SEO optimization, and website performance enhancements to attract high-net-worth and institutional clients.

Security & Compliance Use of Cloudflare CDN and related web technologies highlights focus on secure online delivery. Potential needs include cybersecurity enhancements, data protection, threat monitoring, and regulatory compliance support for financial services clients.

Competitive Positioning Operating in a landscape with large advisory firms as competitors; mid-market firm profile coupled with diversified client segments signals value in boutique service enhancements, risk management solutions, and tailored retirement planning capabilities.

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Jamison Eaton & Wood, Inc. Tech Stack

Jamison Eaton & Wood, Inc. uses 8 technology products and services including Cloudflare CDN, jQuery CDN, Cloudflare, and more. Explore Jamison Eaton & Wood, Inc.'s tech stack below.

Cloudflare CDN
Content Delivery Network
jQuery CDN
Content Delivery Network
Cloudflare
Content Management System
Open Graph
Content Management System
WordPress
Content Management System
jQuery
Javascript Libraries
PHP
Programming Languages
Yoast SEO
Search Engines

Jamison Eaton & Wood, Inc.'s Email Address Formats

Jamison Eaton & Wood, Inc. uses at least 4 email formats:

Jamison Eaton & Wood, Inc. Email Formats	Example	Percentage
First.Last@jamisonfirst.com	John.Doe@jamisonfirst.com	50%
First@jamisonfirst.com	John@jamisonfirst.com	30%
Last@jamisonfirst.com	Doe@jamisonfirst.com	10%
FirstL@jamisonfirst.com	JohnD@jamisonfirst.com	10%

Frequently Asked Questions

What is Jamison Eaton & Wood, Inc.'s phone number?

You can contact Jamison Eaton & Wood, Inc.'s main corporate office by phone at

+1-973-635-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Jamison Eaton & Wood, Inc.'s official website and social media links?

Jamison Eaton & Wood, Inc.'s official website is jamisonfirst.com and has social profiles on LinkedIn.

How much revenue does Jamison Eaton & Wood, Inc. generate?

As of October 2026, Jamison Eaton & Wood, Inc.'s annual revenue is estimated to be $10M - $25M.

What is Jamison Eaton & Wood, Inc.'s NAICS code?

Jamison Eaton & Wood, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Jamison Eaton & Wood, Inc. have currently?

As of October 2026, Jamison Eaton & Wood, Inc. has approximately 12 employees across 1 continents, including North America. Key team members include Evp/Coo: F. T., Evp, Coo: F. T. and Vice President: B. M. Explore Jamison Eaton & Wood, Inc.'s employee directory with LeadIQ.

What industry does Jamison Eaton & Wood, Inc. belong to?

Jamison Eaton & Wood, Inc. operates in the Financial Services industry.

What technology does Jamison Eaton & Wood, Inc. use?

Jamison Eaton & Wood, Inc.'s tech stack includes Cloudflare CDN, jQuery CDN, Cloudflare, Open Graph, WordPress, jQuery, PHP and Yoast SEO.

What is Jamison Eaton & Wood, Inc.'s email format?

Jamison Eaton & Wood, Inc.'s email format typically follows the pattern of First.Last@jamisonfirst.com. Find more Jamison Eaton & Wood, Inc. email formats with LeadIQ.

When was Jamison Eaton & Wood, Inc. founded?

Jamison Eaton & Wood, Inc. was founded in 1972.

Jamison Eaton & Wood, Inc.

Q: How many employees does Jamison Eaton & Wood, Inc. have currently?

Jamison Eaton & Wood, Inc. has approximately 12 employees.

Q: What technology does Jamison Eaton & Wood, Inc. use?

Jamison Eaton & Wood, Inc.'s tech stack includes Yoast SEO, Google Fonts API, Apache, jQuery CDN, Open Graph.

Q: What is Jamison Eaton & Wood, Inc.'s NAICS code?

Jamison Eaton & Wood, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesNew Jersey, United States11-50 Employees

Jamison Eaton & Wood, Inc. operates in the financial services sector as an investment management firm. Founded in 1972, it operates as an independent adviser delivering investment services tailored to individual investors and institutions. Its client base includes retirement plans, foundations and endowments, Taft-Hartley funds, corporate investors, and individual clients. The firm is based in Bedminster, New Jersey, and maintains a small to mid-sized team.

The firm emphasizes personalized investment management, aiming to tailor strategies to each client's needs. It serves a diverse mix of clients within the investment management space, reflecting a broad scope in its niche of financial services.