wiseradvisor

Edward Taylor, AIF®
The Jamison Edward Group

Tel: 816-429-5055
601 NE 70th Street
#101
Kansas City, MO 64118

Plan Today Because Tomorrow Never Arrives

The Jamison Edward Group | Financial Advisor in Kansas City ,MO


About The Jamison Edward Group

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The Jamison Edward Group is a Registered Investment Advisor in the State of Missouri. Integrated Financial Solutions of Kansas City and The Jamison Edward Group are affiliated companies.

IFS of KC is an Insurance Brokerage and Financial Planning Firm that serves the Greater Kansas City Metropolitan Area and under certain situations individuals and families outside of the area.

The Jamison Edward Group LLC does business as The Jamison Edward Group. Green Tree Heart LLC does business as Integrated Financial Solutions of Kansas City.


General Information

Firm Start Year:   2016
No.of Employees:   1
Gender:   Male
Insurance License#:   5068144
Name of Custodial Firm:   SSG Institutional/Pershing, LLC & Capital Group/ American Funds
States Licensed in:   MO
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


Services

Investment Types:   Bonds, Stocks, Annuities, Insurance, Mutual Funds, Commodities, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your office, Via Email, Via Phone, At my office, At your home, Video Conference, Our Offices


Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Annuity, Health, Life, Long Term Care


Firm Information

Assets Managed by Advisor:   $2M


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


Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $0
Compensation Methods:   Based on Assets, Hourly, Flat Fee, 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


Board Positions

Organization:  Cameron Veterans Home Assistance League  Cameron, MO
Position :  Member
Duration :  02/03/2014-06/03/2018


Education

Master of Arts - Public Administration  Webster University - Fort Leonard Wood, MO
01/08/1997-06/13/1998

Bachelor of Science - Civil Engineering  University of Tennessee - Knoxville, TN
09/11/1978-06/14/1985



Faqs

  • Do you have a customer satisfaction or refund policy? NO
  • Will you be the only person working with me? YES
  • Do you offer any guaranteed results? NO
  • How much risk should I be willing to take? Based upon answering a Risk Tolerance Questionnaire, our discuss and YOUR final decision...Not Mine.
  • Have you ever been charged with any breaches? NO
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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.

Edward Taylor

Edward Taylor

AIF®

Ed Taylor spent his formative years in the military as a United States Marine and later received a commission in the United States Army as a Corps of Engineers Second Lieutenant. His service to our Nation took him to Iraq (Gulf War - Desert Shield / Desert Storm), Korea and myriad assignments in the United States.

It was during this time that he gained a passion for helping others with their finances. Ed would assist those in his charge with obtaining loans, preparing financial statements and providing advice for preparing annual taxes. He left the military in 1998 but continued working for the federal government as an engineer. He continued to help associates, friends and family with their life and financial planning all the time working a full time position for the federal government. He merely continued to help; not for the money, but because he cared and had a passion for helping others. He received early retirement in January of 2014 from the Department of the Army as a federal civil servant with his career culminating as the Command Engineer for the Combined Arms Center and Fort Leavenworth; Fort Leavenworth, Kansas. He returned to East Tennessee to care for his momma until she ascended to Heaven that November.

He returned to the Kansas City area and today he focuses on helping families address their financial issues and restructuring their resources to face the inevitable, the untimely loss of the family income. Ed lost his father at age seven and understands the demands and stresses put on single parents to raise a family when the primary income is lost. Though the $10,000 whole life insurance left by his dad was a substantial amount for an upper east Tennessee blue collar family in the 1960s, it clearly wasn't enough to properly prepare for the future.

Ed brings a wealth of understanding and knowledge pertaining to new and seasoned professionals in the federal government sector, medical profession and today's blended families. His full understanding for the federal government is unique, in that, he was "part of the system" and is now a "retiree of the system". His specialized knowledge in this area provides individuals and families a resource that can integrate private and public sector retirement planning into a singular comprehensive plan. Furthermore, his keen insight into continuity and succession planning provides an overarching process to ensure each area of financial planning is reviewed, goals established and a viable pathway forward so individuals and families can make more space on their "Plate of Life"!

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My Services

Financial Planning for Businesses

Understanding the basics of business fundamentals helps provide the owner with an outsider's perspective. Typically interview key employees and a few at various levels to get a sense of perspective, attitude, and concerns that are documents. Recommendations are provided as part of an overall out-brief to the owner and the team, if desired.


Financial Planning for Individuals

Putting numbers on a sheet of paper is easy; Understanding their impact without monitoring them can be a tragedy. General budgeting and setting/tracking small goals establish the mindset to expand the process.


Financial Advice & Consulting

A friendly process of answering questions and developing solutions. This can be a one-time engagement or on a recurring monthly subscription basis.


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 4:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 4:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 4:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 4:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 1:00 PM

Communities Served

Northland area eastern Jackson County
all of Clay and Platte Counties in Missouri. Kansas City Metropolitan Area (35 mile radius)

Compensation Arrangements

Bank Transfer

Social Networks

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