Advisor at The Jamison Edward Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The Jamison Edward Group
Location
Kearney, MO 64060
Credentials
Series 63, Series 65, Series 66
Industry experience
26 years
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.
The Jamison Edward Group
2021 - Present (5 years)
Brown Industrial Parts Services
2020 - Present (6 years)
Transamerica Financial Advisors, Inc
2019 - Present (7 years)
Transamerica Agency Network
2019 - 2020 (1 year)
Thrivent FInancial
2018 - 2018 (1 year)
Thrivent FInancial
2010 - 2018 (8 years)
Thrivent Financial
1998 - 2019 (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, CPA, PFS™
Gladstone, MO
Next Bloom Wealth
Next Bloom Wealth takes a team-based approach to financial planning and investment management. My partner, Ashley Dickson, and I have worked together for the past 8 years. The Next Bloom team offers two perspectives, with the objective of helping our clients reach their goals. We believe that two sets of ears are better than one. We take a goals-based approach during the accumulation phase and shift to cash flow planning as our clients transition into retirement. Our comprehensive planning services often include tax planning and analysis, estate planning, risk management/insurance, investment allocations, social security/Medicare planning, cash flow analysis, budgeting, education planning and debt management. We recognize that each client has different needs, and we tailor our planning priorities to efficiently address our clients planning objectives. Our services are best for those looking for a long-term relationship with a financial planner that can support you through each phase of life. We manage our client’s investments, meet regularly, and provide a collaborative living financial plan. Visit us at https://nextbloomwealth.com for more information.
CFP®, Series 63, Series 65
Liberty, MO
Edward Jones
Series 66
Kansas City, MO
Edward Jones
Series 66
Excelsior Springs, MO
Edward Jones
CFP®, ChFC®, Series 63
Kansas City, MO
Edward Jones
CFP®, Series 66
Gladstone, MO
Edward Jones
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")