The Jamison Edward Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$12,446,087
Total clients
71
0% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
24
Average account size
$175,297
Client services
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.
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:
-
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.
Main office location
The Jamison Edward Group
302 S. Platte Clay Way, Suite 204
Kearney MO 64060, United States
Number of offices
1
Forms ADV
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