David Jamison, CFP®, CLU®
B.S. in Business Administration, Palm Beach Atlantic University, West Palm Beach, Florida
CFP® licensee, Certified Financial Planner Board of Standards
CLU® Chartered Life Underwriter, The American College
U.S. Air force, Non-Commissioned Officer certification, Nellis, AFB
 
David Jamison is a Certified Financial Planner™ (CFP®) and an Investment advisor representative with over 18 years of experience, in serving the needs of individuals, pension and retirement plans, and corporations.  Over the last several years, David has played a lead role in designing, developing and delivering retirement plan solutions for executives, senior managers and employees of several Fortune 500 companies such as Medtronic, AMBAC Financial Group and Union Pacific Railroad; major law firms such as Pepper Hamilton, and Morgan, Lewis & Bockius; and world-renowned universities such as Harvard, Georgetown, and the University of Pennsylvania. 
 
David has an absolute passion for helping business owners and families build their nest egg and reach their retirement goals.
 
David also served as a non-commissioned officer in the United States Air Force from 1987 to 2000.
djamison@ae.cadaretgrant.com
www.davidjamisononline.com
1060 First Avenue
Suite 400
King of Prussia, PA 19406
800.762.7135