The Jamison Edward Group, Llc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 305820
· Kearney, MO
· www.tjegria.com
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ADV data as of Sep 12, 2025
- Regulatory AUM
- $12.4M
- Discretionary
- $12.4M
- Clients
- 71
- Avg AUM / client
- $175K
- Accounts
- 94
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 71 | $12.4M | 100.0% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lee Edward Taylor | Registered representative | Dec 2019 (7y) | ||
| Ryan James Bargfrede | Registered representative | Sep 2021 (5y) | ||
| Julia Beth Newton | Registered representative | Apr 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 09/12/2025 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • SEMINARS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 12, 2025.
View current Form ADV (SEC/IAPD) ↗