A complete list of active advisors currently associated with The Jamison Edward Group
Warmer can help you find a great advisor at The Jamison Edward Group or one who fits your needs even better.
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.
To learn more about the advisors currently working at The Jamison Edward Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Kearney, MO
| 26
| |
Kearney, MO
| 4
| |
Kearney, MO
| 21
|
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