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Home My WebLink AboutPFD - PEYTON JAMISON - 06/27/2019CFC PFD 1/14 ❑ Original STATE OF GEORGIA PERSONAL FINANCIAL DISCLOSURE STATEME 200 Piedmont Avenue S.E. I Suite 1402 West Tower I Atlanta, GA 30334 1 404-463-1980 1 www.ethics.ga.gov ■ Amendment (Enter date of statement being amended) Date of this Statement: 06/27/2019 Name of Public Officer or Candidate: 06/24/2019 Covering Calendar Year: 2018 ROBERT PEYTON JAMISON, JR First Middle Last Use Earlier of Post Mark or Hand Delivered Date JUN CITY CLERK CM OF M ILTON Mailing Address: 13790 Birmingham Hwy Milton Fulton GA 30004 Street or P.O. Box City County State Zip code Telephone Number: (Office/Home) (678) 323-3454 Name of Public Office Held or Sought: Check One: City Council District 1/ Post 1 e Elected City or County Officer (E-Mai I ) peyton.jamison@cityofmiltonc C. 7201-1 oac:) 3 gy Filer ID: C20ff996e9i (Filer ID that begins with the letter " F') ❑ Candidate for City or County Office WHO FILES A FINANCIAL DISCLOSURE STATEMENT: Each public officer holding office in Georgia, and each person who qualifies as a candidate for election as a public officer for one of the offices listed below, and all others on the following list. (A) Every constitutional officer; (B) Every elected state official; (C) The executive head of every state department or agency, whether elected or appointed; (D) Each member of the General Assembly; (E) Every elected county official, every elected county or area school superintendent, and every elected member of a county or area board of education; and (F) Every elected municipal officer. WHEN TO FILE A FINANCIAL DISCLOSURE STATEMENT: Public Officer: A Financial Disclosure Statement is filed not before January 1 and not later than July 1 of each year that a public officer holds office (except the year of election). The information to be provided shall be that from the preceding calendar year. If the public officer chooses not to run for re-election or for another public office no Financial Disclosure Statement need be filed in the year qualifying to succeed him takes place. A public officer shall not be deemed to hold the office in a year in which the public officer holds office for less than 15 days. Candidate for Public Office: A Financial Disclosure Statement covering the period of the preceding calendar year shall be filed no later than the fifteenth day following the date of qualifying as a candidate. Candidates for state wide office file not later than seven days after qualifying for office. Only one Financial Disclosure Statement is required per calendar year. Special requirements for State Wide Candidates: Candidates for a public office elected state wide must file their Financial Disclosure Statements not later than seven days after qualifying or filing a notice of candidacy. State wide candidates must disclose more information than other candidates for public office and the additional disclosure sections required of state wide candidates must be completed in the year of election filing. WHERE TO FILE A FINANCIAL DISCLOSURE STATEMENT: State /Statewide Office: Georgia Government Transparency & Campaign Finance Commission County: County Election Superintendent Municipality: City Clerk or Chief Executive Officer SECTION I NIONETARY FEES RECEIVED (This section to be completed by Public Officers only) Identify each monetary fee or honorarium accepted from speaking engagements, participation in seminars, discussion panels, or other activities that directly relate to the official duties of, or to the office of the public officer, with a statement identifying the fee or honorarium and the person from whom it was accepted. (You may attach additional sheets of paper if necessary.) I received: e No monetary fee or honorarium. ❑ Monetary fee(s) or honoraria as shown below. ldentify Fee or Honorarium Identifying Information of Person from Who Accepted And Amount Accepted SECTION II FIDUCIARY" POSITIONS Name all fiduciary positions held by the candidate for public office or the public officer at any time during the covered year. (You may expand this section if necessary to include all positions.) A fiduciary position is any position imposing a duty to act primarily for another's benefit as officer, director, manager, partner, guardian, or other designations of general responsibility of a business entity. A fiduciary position may be a paid or unpaid position. A business entity is any corporation, sole proprietorship, partnership, limited partnership, limited liability company, limited liability partnership, professional corporation, enterprise, franchise, association, trust, joint venture, or other entity, whether profit or nonprofit . (You may attach additional sheets of paper if necessary.) I held: ❑ No fiduciary positions in any business entity. e Fiduciary positions in the following business entity(ies). IDENTIFY: 1. Title of each position. 2. Name and address of business entity. 3. Principal activity of each business entity. Business entity #1 Owner Jamison Private Wealth Management 12630 Crabapple Road Suite 300 Milton GA 30004 run day to day operations of business Business entity #2 Trustee Jamison Private Wealth Management Defined Benefit Plan 12630 Crabapple Road Suite 300 Milton, GA 30004 manage plan assets Business entity #3 Trustee Jamison Private Wealth Management 401 k Plan 12630 Crabapple Road Suite 300 Milton, GA 30004 manage plan assets Business entity #4 SECTION III DIRECT OWNERSHIP INTERESTS IN BUSINESS ENTITY Direct ownership interest is the holding or possession of good legal or rightful title of property or the holding or enjoyment of real or beneficial use of the property by any person and includes any interest owned or held by a spouse of the person if such interestis held jointly or as tenants in common between the person and spouse. Identify the name, address and principal activity of any business entity and the office held by and the duties of the candidate for public office or public officer within a business entity any time during the covered year in which a direct ownership interest: (A) Is more than 5 percent of the total interest in the business; or (B) Has a net fair market value of more than $5,000.00. (You may attach additional sheets of paper if necessary.) I held: ❑ No direct ownership interests in any business entity. e Direct ownership interests in the following business entity(ies). IDENTIFY: 1. Name and address of business entity. 2. Principal activity of business entity. 3. The office held by the candidate or the public officer within the business entity. 4. The duties of the candidate or the public officer within such business entity. Business entity #1 Jamison Private Wealth Management Wealth Management Vice President Investment Management, day to day operations of business Business entity #2 Business entity #3 Business entity #4 Business entity #5 Ownership Interests Check One or Both If Applicable e Ownership interest is more than 5% e Ownership interest has a net fair mar- ket value of more than $5,000.00 ❑ Ownership interest is more than 5% ❑ Ownership interest has a net fair mar- ket value of more than $5,000.00 ❑ Ownership interest is more than 5% ❑ Ownership interest has a net fair mar- ket value of more than $5,000.00 ❑ Ownership interest is more than 5% ❑ Ownership interest has a net fair mar- ket value of more than $5,000.00 ❑ Ownership interest is more than 5% ❑ Ownership interest has a net fair mar- ket value of more than $5,000.00 SECTION IN' DIRECT OWNERSHIP INTERESTS IN REAL PROPERTY Direct ownership interest is the holding or possession of good legal or rightful title of property or the holding or enjoyment of real or beneficial use of the property by any person and includes any interest owned or held by a spouse of the person if such interest is held jointly or as tenants in common between the person and spouse. Identify each tract of real property in which the candidate for public office or public officer has a direct ownership interest as of December 31 of the covered year when that interest has a fair market value in excess of $5,000.00. "Fair market" value means the appraised value of the property for ad valorem tax purposes. (You may attach additional sheets of paper if necessary.) Check one box to show the applicable valuation range for each tract. I had: ❑ No ownership interests with a fair market value in excess of $5,000.00 ❑ Ownership interests with a fair market value in excess of $5,000.00 IDENTIFY: 1. County where property is located. 2. State where property is located. 3. General description of property (give street address or location, size of tract, and nature or use of property). Property # 1 Fulton Georgia 13790 Birmingham Hwy Milton GA 30004 Primary Residence Property #2 Fulton Georgia 2105 Double Creek Lane Milton GA 30004 Investment Property Property #3 Property #4 Property #5 The Value of this tract is ❑ Between $5,000 and $100,000 ❑ Between $100,000.01 and $200,000 e More than $200,000 The Value of this tract is ❑ Between $5,000 and $100,000 ❑ Between $100,000.01 and $200,000 e More than $200,000 The Value of this tract is ❑ Between $5,000 and $100,000 ❑ Between $100,000.01 and $200,000 ❑ More than $200,000 The Value of this tract is ❑ Between $5,000 and $100,000 ❑ Between $100,000.01 and $200,000 ❑ More than $200,000 The Value of this tract is ❑ Between $5,000 and $100,000 ❑ Between $100,000.01 and $200,000 ❑ More than $200,000 SECTION V SPOUSE'S DIRECT OWNERSHIP INTERESTS IN REAL PROPERTY Identify each tract of real property in which the filer's spouse has a direct ownership interest as of December 31 of the covered year when that interest has a fair market value in excess of $5,000.00 (You may attach additional sheets of paper if necessary.) Check one box to show the applicable valuation range for each tract. My spouse had: ❑ No ownership interests with a fair market value in excess of $ 5,000.00 Ownership in the following tracts with a fair market value in excess of 5,000.00 IDENTIFY: 1. County where property is located. 2. State where property is located. 3. General description of property (give street address or location, size of tract, and nature or use of property). Property # 1 Fulton, Georgia The Value of this tract is 13790 Birmingham Hwy Milton GA 30004 ❑ Between $5,000 and $100,000 Primary Residence ❑ Between $100,000.01 and $200,000 e More than $200,000 Property #2 The Value of this tract is ❑ Between $5,000 and $100,000 ❑ Between $100,000.01 and $200,000 ❑ More than $200,000 Property #3 The Value of this tract is ❑ Between $5,000 and $100,000 ❑ Between $100,000.01 and $200,000 ❑ More than $200,000 Property #4 The Value of this tract is ❑ Between $ 5,000 and $100,000 ❑ Between $100,000.01 and $200,000 ❑ More than $200,000 Property #5 The Value of thistract is ❑ Between $5,000 and $100,000 ❑ Between $100,000.01 and $200,000 ❑ More than $200,000 SECTION VI EMPLOYMENT AND FAMILY MEMBERS Filer's Occupation Wealth Management Filer's Employer Jamison Private Wealth Management Employer's Address 12630 Crabapple Road, Milton GA 30004 Employer's Principal Activity Wealth Management Filer's Spouse's Name Megan Jamison Spouse's Occupation Spouse's Employer Address of Spouse's Employer Principal Activity of Spouse's Employer SECTION VII INVESTMENT INTERESTS List the name of any investment (do not list individual stocks and bonds that are held by mutual funds), in which the filer (either individually or with any other legal or natural person or entity) owns a direct ownership interest that: 1. Is more than 5 percent of the total interests in such business or investment, or 2. Has a net fair market value of more than $5,000.00. Business or Investment Entity #1 Name SEE ATTACHED LIST Business or Investment Entity #2 Name Business or Investment Entity #3 Name Business or Investment Entity #4 Name SECTION VIII KNOWN BUSINESS OR INVESTMENT INTERESTS OF SPOUSE AND DEPENDENT CHILDREN Identify any business or investment known to the filer in which the filer's spouse or dependent children have a direct ownership interest (either individually or with any other legal or natural person or entity) which interest: 1. is more than 5 percent of the total interest in the business or investment, 2. has a net fair market value exceeding $10,000.00, or 3. is one in an entity for which the filer's spouse or a dependent child serves as an officer, director, equitable partner, or trustee. (Do not list individual stocks and bonds that are held by mutual funds.) Business or Investment Entity #1 Name Business or Investment Entity #2 Name Business or Investment Entity #3 Name Business or Investment Entity #4 Name ABBVIE INC ACTIVISION BLIZZARD ADIDAS AG ADVANCED MICRO DEVIC ALIBABA GROUP HOLDING ALPHABET INC. ALPHABET INC. AMAZON.COM INC AMGEN INC. APPLE INC APPLIED MATERIALS AUTO DATA PROCESSING AVANOS MEDICAL INC BAIDU COM INC BANK OF AMERICA CORP BEAZER HOMES USA INC BERKSHIRE HATHAWAY BHP GROUP LTD BLACKROCK INC BLACKSTONE GROUP L P LP BOEING CO BRISTOL-MYERS SQUIBB BROOKFIELD ASSET MGM FCLASS BROOKFIELD BUSINESS P LP BROOKFIELD INFRASTRUC LP CATERPILLAR INC CELGENE CORP CHARLES SCHWAB CORP CISCO SYSTEMS INC COLONY BANKCORP INC COMERICA INCORPORATE CORNING INC COSTCO WHOLESALE CO CVS HEALTH CORP ELECTRONIC ARTS INC EXXON MOBIL CORP FACEBOOK INC FEDEX CORP FREEPORT MCMORAN INC FRONTLINE LTD F G C P APPLIED TECHNOLOGI GILEAD SCIENCES INC HOME DEPOT INC INTEL CORP INTUITIVE SURGICAL IRIDIUM COMMUNICATIONS I J M SMUCKER CO KINDER MORGAN INC MC DONALDS CORP MERCADOLIBRE INC MICROSOFT CORP NESTLE S A NETFLIX INC NEWELL BRANDS INC NEWIVIONT GOLDCORP CORP NEXTERA ENERGY INC NIKE INC NUCOR CORP NVIDIA CORP PALO ALTO NETWORKS PAYPAL HOLDINGS INCORPOR PFIZER INC PROVIDENCE BANK QUALCOMM INC SALESFORCE COM SERVICE NOW INC SOUTHERN FIRST BANCS SUNTRUST BANKS INC TESLA INC TEVA PHARMACEUTICAL THE COCA -COLA CO TJX COMPANIES INC UBER TECHNOLOGIES INC UNDER ARMOUR INC US STEEL VISA INC VULCAN MATERIALS COM WALMART INC WALT DISNEY CO WASTE MANAGEMENT INC WELLS FARGO BK N A WHEATON PRECIOUS METAL SECTION IX ANNUAL PAYMENTS RECEIVED FROM THE STATE OF GEORGIA (This section to be completed by Public Officers only) Identify all annual payments in excess of $10,000.00 received by the public officer, or by any business entity identified in Section III above, from the State or any agency, department, commission or authority created by the State, and authorized and exempted from disclosure under O.C.G.A.§ 45-10-25. I received: e No annual payments in excess of $10,000.00 from any State entity. ❑ Annual payments in excess of $10,000.00 from the below named State entity(ies). IDENTIFY: 1. Name and address of State entity making the payments. 2. Amount of annual payment. 3. The general nature of the consideration rendered for the payment(s). State entity source # 1 State entity source #2 VERIFICATION BY OATH OR AFFIRMATION � State of Georgia rrn;11,01V County of ! ,/�.�Lv " ' I, the undersigned, being duly sworn (affirm), depose and say that the information in th' tatement is complete, true, and correct. Sy�6jn to �d saj�ayl befor on / �!!?/Signat e o late or Public Officer Signature of Notary Public PENALTIES: Any person who knowingly fails to comply with or who knowingly violates any of the provisions of the Ethics in Government Act shall be guilty of a misdeme My Commission expires '' 7/v• 2 Z 1�0P /STD ALICI A/ Fax Call Report HP PageWide Color MFP 586 Page 1 Fax Header Information City of Milton 678-242-2550 Jun/27/2019 1:21:10 PM Job Date/Time Type Identification Duration Pages Result 658 Jun/27/2019 1:16:59 PM Send 18669147974 04:08 9 Success Jun/27/2019 1:17:23 PM CFC PFD 1/14 ❑ Original Date of this Statement: City of Milton 678-242-2550 1 /9 Use Earlier of Post Mark STATE OF GEORGIA or Hand Delivered Date PERSONAL FINANCIAL DISCLOSURE STATEMENAE DEMO 200 Piedmont Avenue S.E. I Suite 1402 West Tower 1 Atlanta, GA 30334 1404-463-1980 JUI! 06/24/2019 ■ AmendmentlEnter dam o(smtemen(being amended) 06/27/2019 2018 CRYCLERK Covering Calendar Year: CM OF MILTON Name of Public Officer or Candidate: ROBERT PEYTON JAMISON, JR Mailing Address: 13790 Birmingham Hwy Milton Fulton GA 30004 Street or P.O. Box City County State Zip code Telephone Number: (Office/Home) (678) 323-3454 Name of Public Office Held or Sought: City Council District 1/ Post 1 (E-Mail) peyton.jamison@cityofmilton( C. -Ant, ocJ 3 r{y Filer ID: C2C1'Y9993�J4� (Nti, ro,s,� nm�.,.,:, m,.: ) Check One: e Elected City or County Officer ❑ Candidate for City or County Office WHO FILES A FINANCIAL DISCLOSURE STATEMENT: Each public officer holding office in Georgia, and each person who qualifies as a candidate for election as a public officer for one of the offices listed below, and al I others on the following list. (A) Every constitutional officer; (B) Every elected state official; (C) The executive head of every state department or agency, whether elected or appointed; (D) Each member of the General Assembly; (E) Every elected county official, every elected county or area school superintendent, and every elected member of a county or area board of education; and (F) Every elected municipal officer. WHEN TO FILE A FINANCIAL DISCLOSURE STATEMENT: Public Officer: A Financial Disclosure Statement is filed not before January 1 and not later than July I of each year that a public officer holds office (except the year of election). The information to be provided shall be that from the preceding calendar year. If the public officer chooses not to run for re-election or for another public office no Financial Disclosure Statement need be filed in the year qualifying to succeed him takes place. A public officer shall not be deemed to hold the office in a year in which the public officer holds office for less than 15 days. Candidate for Public Office: A Financial Disclosure Statement covering the period of the preceding calendar year shall he filed no later than the fifteenth day following the date of qualifying as a candidate. Candidates for statewide office file not later than seven days after qualifying for office. Only one Financial Disclosure Statement is required per calendar year. Special requirements for State Wide Candidates: Candidates for a public office elected state wide must File their Financial Disclosure Statements not later than seven days after qualifying or filing a notice of candidacy. State wide candidates must disclose more information than other candidates for public office and the additional disclosure sections required of statewide candidates must be completed in the year of election filing. WHERE TO FILE A FINANCIAL DISCLOSURE STATEMENT: State /Statewide Office: Georgia Government Transparency R Campaign Finance Commission County: County Election Superintendent Municipality: City Clerk or Chief Executive Officer Jun/27/20191:21:11 PM English (United States)