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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-04-2019
- Office Locations
- 1
Office Locations
About THE Jamison Edward Group
The Jamison Edward Group is a retirement-focused RIA offering integrated financial planning across investment, tax, estate, risk management, and employee benefits. The team brings 50+ years of combined experience and emphasizes multi-generational planning for blended families, single parents, and veterans. Portfolios are largely implemented with ETFs within a life-stage "R.E.T.I.R.E." framework.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
LEE EDWARD TAYLOR
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #4140039
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Ryan JAMES Bargfrede
Managing Partner
- CRD
- #2901462
JULIA BETH NEWTON
--
- CRD
- #4998572
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,446,087 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,446,087 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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