The Jamison Edward Group

Ryan Bargfrede is a financial advisor with The Jamison Edward Group, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He has worked at firms including Thrivent Financial and Transamerica Financial Advisors. Outside of his advisory role, he is an outside sales representative for Brown Industrial Parts Services. The Jamison Edward Group provides asset management, financial planning, and educational services to individual investors, trusts, estates, and business entities. The firm serves primarily non–high-net-worth clients and employs a range of analytical methods with regular portfolio reviews, alongside offering staged planning and periodic consulting programs.

Julia Newton is a financial advisor at The Jamison Edward Group with Series 65 and Series 66 licenses and four years of industry experience. She previously worked at FOUNDATIONS INVESTMENT ADVISORS, Market Advisory Group, and Dustin Keesler 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 primarily works with non–high-net-worth clients and employs a range of analytical methods tailored to client objectives, offering both traditional asset management and financial consulting services.

Lee Taylor is a financial advisor at The Jamison Edward Group with 21 years of industry experience. He holds a Series 66 designation and has worked at The Jamison Edward Group since 2019, following roles at St. Bernard Financial Services and Cetera Advisors. In addition to his advisory work, Taylor is an insurance agent and owner of Green Tree Heart, LLC, operating as Integrated Financial Solutions of Kansas City. The Jamison Edward Group serves individual investors, trusts, estates, and business entities, offering discretionary and non-discretionary asset management, financial planning, and educational programming. The firm tailors investment advice to clients’ objectives and risk tolerance using various analytical methods and provides public seminars and workshops alongside its advisory services.