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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.
Firm Start Year
Name of Custodial Firm
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Years of Experience in Financial Services
Number of Years with Current Firm
Work with the following types of clients
Advisory Services Provided
Can meet clients in the following ways
Registered Investment Advisor
Investment Advisor Representative
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
Certifications, Accreditations & Designations
Insurance and Annuity Licenses
Assets Managed by Advisor
Minimum Portfolio Size for New Managed Accounts
Fee % Based on Assets
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Minimum Fee Charged for Managed Accounts
Minimum Fee Charged for Hourly Planning Accounts
Master of Arts - Public Administration
Bachelor of Science - Civil Engineering
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.