The Jamison Edward Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Jamison Edward Group, LLC serves individual investors, trusts, estates and business entities with discretionary and non‑discretionary asset management, one‑time and ongoing financial planning, and educational programming. The firm’s client base is primarily non–high‑net‑worth individuals and it reports approximately $12.45 million in discretionary assets across three advisors and 71 client relationships.
Investment advice is tailored to each client’s stated objectives, time horizon and risk tolerance, using methods that include fundamental, technical, charting and cyclical analysis, with quarterly portfolio monitoring and reviews. Beyond traditional AUM‑based asset management, the firm offers a staged one‑time planning process and a six‑month periodic financial consulting program billed monthly, and it conducts public seminars and workshops for educational purposes.
A notable feature of the firm is its affiliated insurance activities: several registered representatives are licensed insurance producers through Green Tree Heart, LLC d/b/a Integrated Financial Solutions of Kansas City and may receive external compensation for insurance and fee‑based annuity sales. The brochure discloses this relationship and the firm’s procedures and disclosures to address the resulting conflicts of interest, and the firm also maintains regular regulatory disclosures and updates to advisory clients.
Client services
Expertise
Fee options
Initial financial planning fee starts at $875; seminars may charge up to $25 per attendee; ongoing 6-month financial consulting program charged at $85 per month.
$0 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.75% annually $1,000,001 - $3,000,000: 0.50% annually $3,000,001+: 0.25% annually
Investment Advisor Representatives receive external compensation from sales of investment-related products such as insurance; less than 50% of annual compensation is from external sources.
Additional financial planning consulting services billed at $125 per hour for certain planning topics beyond initial package.
Main office
302 S. Platte Clay Way, Suite 204
Kearney MO 64060
Advisors at this office
3
Most active in
Missouri
Also doing business as
The Jamison Edward Group · The Jamison Edward Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Ryan B
Series 63, Series 65, Series 66
Kearney, MO
The Jamison Edward Group
Ryan Bargfrede is a financial advisor with The Jamison Edward Group, holding Series 63, 65, and 66 licenses and having 27 years of industry experience. His prior work includes roles at Thrivent Financial and Transamerica Financial Advisors. In addition to his advisory duties, he is involved with Brown Industrial Parts Services as an outside sales representative. The Jamison Edward Group serves individual investors, trusts, estates, and business entities with discretionary and non-discretionary asset management, financial planning, and educational programming. The firm uses a range of analytical methods and offers both traditional asset management and various planning programs, primarily catering to non–high-net-worth clients.
Julia N
Series 65, Series 66
Kearney, MO
The Jamison Edward Group
Julia Newton is a financial advisor at The Jamison Edward Group with Series 65 and Series 66 registrations and four years of industry experience. Prior to joining The Jamison Edward Group, she worked at Foundations Investment Advisors, Market Advisory Group, and held various roles in education and insurance. The Jamison Edward Group serves individual investors, trusts, estates, and business entities with discretionary and non-discretionary asset management, financial planning, and educational programming. The firm tailors investment advice to clients’ objectives, time horizons, and risk tolerances using a variety of analytical methods, and it offers both AUM-based management and periodic financial consulting programs.
Lee T
Series 66
Kearney, MO
The Jamison Edward Group
Lee Taylor is a financial advisor at The Jamison Edward Group with 22 years of industry experience. He holds a Series 66 designation and has worked at The Jamison Edward Group since 2019, following three years with St. Bernard Financial Services. In addition, he is the owner and insurance agent of Green Tree Heart, LLC d/b/a Integrated Financial Solutions of Kansas City. The Jamison Edward Group serves individual investors, trusts, estates, and business entities, primarily those who are not high-net-worth. The firm provides discretionary and non-discretionary asset management, financial planning, and educational programming tailored to clients’ objectives, time horizons, and risk tolerance.
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