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Jamerica Inc. (Minneapolis)


Jamerica Inc. is a large advisory firm based in Minneapolis. It manages $28.68 million of regulatory assets for 379 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, Illinois, Minnesota, Ohio, and Wisconsin.




Jamerica provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jamerica: assets under management

The assets under management (AUM) of Jamerica Inc. is $28.68 million. The firm's AUM has gone down by -30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $18.14 million in discretionary accounts and $10.54 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $60.67 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $131.7 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jamerica Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Minneapolis

The principal office where Jamerica Inc. performs its advisory services is located at Broadway Place East (Suite 135)), Minneapolis, MN 55413, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 612-331-3012 or by fax 612-379-9699. The normal business hours are 9:00 am to 4:30 pm on Monday - Friday.


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