Insights

Plan Market Growth Opportunity to deepen fiduciary services for retirement plans and institutional clients. Propose outsourced CIO and independent consulting offerings, including ESG and bespoke fund overlays, to attract new assets and deepen wallet share.

Regional Growth Based in Bedminster, New Jersey, the firm has a Northeast footprint ripe for expansion. Target local plan sponsors, foundations, and corporate investors seeking independent investment guidance to broaden client base and assets under management.

Digital Marketing The existing tech stack shows a digital-first posture with WordPress and SEO tools. There is an opportunity to boost inbound leads through enhanced SEO, content marketing, and marketing automation tailored to financial services firms and their sponsors.

Security & Compliance Financial services firms require strong data protection and governance. Propose cybersecurity hardening, cloud security, and regulatory compliance services to appeal to risk-conscious institutions and individual clients.

Tech Partnerships The current technology footprint suggests openness to integrations. Offer API-friendly portfolio management, reporting integrations, and vendor partnerships to improve efficiency and client experience for RIAs, retirement plans, and corporate investors.

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
  • Google Fonts API
    Font Scripts
  • jQuery
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • Yoast SEO
    Search Engines

Media & News

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

Jamison Eaton & Wood, Inc. uses at least 1 format(s):
Jamison Eaton & Wood, Inc. Email FormatsExamplePercentage
First.Last@jamisonfirst.comJohn.Doe@jamisonfirst.com
50%
First@jamisonfirst.comJohn@jamisonfirst.com
30%
Last@jamisonfirst.comDoe@jamisonfirst.com
10%
FirstL@jamisonfirst.comJohnD@jamisonfirst.com
10%

Frequently Asked Questions

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

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

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

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

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

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

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As of July 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.Vice President: B. M.. Explore Jamison Eaton & Wood, Inc.'s employee directory with LeadIQ.

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

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

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

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Jamison Eaton & Wood, Inc.'s tech stack includes Cloudflare CDNjQuery CDNCloudflareOpen GraphGoogle Fonts APIjQueryjQuery MigrateYoast SEO.

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

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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?

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

Jamison Eaton & Wood, Inc.

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.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
1972
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    Jamison Eaton & Wood, Inc.'s revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Jamison Eaton & Wood, Inc.'s revenue is estimated to be in the range of $25M$50M

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