seller-profile

Edward Taylor

The Jamison Edward Group

601 NE 70th Street
#101

Kansas City, MO 64118

816-429-5055

Connect with Edward

General Information

Firm Start Year

2016

No.of Employees

1

CRD#

4140039

Firm CRD#

305820

Insurance License#

5068144

Name of Custodial Firm

SSG Institutional/Pershing, LLC & Capital Group/ American Funds

States Licensed in

MO

Years of Experience in Financial Services

22

Number of Years with Current Firm

2

Work Experience

United States Marine Corps and USMC Reserves - 1980 - 1985 Rust Engineering Group, Y-12 Nuclear Plant; Oak Ridge, TN - 1986-1988 United States Army - 1988 - 1998 Rust Engineering Group, Fort Wood, MO - 1998-2000 DST Systems, Kansas City, MO - 2000 - 2002 Dept of the Army, Federal Civilian Service, various locations - 2003 - 2014 Business Owner in the Insurance and Financial Planning Industry - 2006 - Present

Ed Taylor is a 1985 graduate from the University of Tennessee - Knoxville majoring in Civil Engineering Received his Master of Arts in Public Administration from Webster University in St. Louis, Missouri in 1998.

I work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses

Advisory Services Provided

Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Wealth Management

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

AIF®

Securities Licenses

Series 6, Series 66, Series 7

Insurance and Annuity Licenses

Disability, Annuity, Health, Life, Long Term Care

Firm Information

Assets Managed by Advisor

$2M

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$0

Compensation Methods

Commissions

Fee % Based on Assets

Up To 1%

Hourly Rate

$75

Additional Details on Charges

Accounts over $10K are as follows - First: $500K @ 0.96%; Next: $501K - $1M @ 0.68%; Final: Over $1M @ .024%

All percentages are based on an annual basis with Management Fees deducted quarterly based on the value at the close of business on the last trading day of the quarter (March/June/August/December). It is prorated your first quarter as a percentage of days your account is with us (ex: Funds arrive January 15th; fee would be the sum of 16 days in Jan, 28 days in Feb (unless leap year) and 31 days in March (Total = 16+28+31 = 75 days). Percentage would be (75/90)*100=83.3% of that Jan-Mar Quarter.

Accounts under $10K are held at Capital Group/American Funds at 1%

There is a 6-month on-going subscription for $35/month.

Minimum Fee Charged for Managed Accounts

N/A

Minimum Fee Charged for Hourly Planning Accounts

$75

Education

Master of Arts - Public Administration

Webster University
01/08/1997 - 06/13/1998

Bachelor of Science - Civil Engineering

University of Tennessee
09/11/1978 - 06/14/1985

Disclaimer

Advisory services are offered through The Jamison Edward Group, LLC, a Registered Investment Advisor in the State of Missouri. Insurance products and services are offered through Integrated Financial Solutions of Kansas City, an affiliated company. Whenever you invest, you are at risk of loss of principal as the market fluctuates. Past performance is not indicative of future results. Purchases are subject to suitability. This requires a review of an investors objective, risk tolerance and time horizons. Investing always involves risk and possible loss of capital.