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Edward Taylor

The Jamison Edward Group

601 NE 70th Street

Kansas City, MO 64118


Plan Today Because Tomorrow Never Arrives

About The Jamison Edward Group


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


No.of Employees




Firm CRD#


Insurance License#


Name of Custodial Firm

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

States Licensed in


Years of Experience in Financial Services


Number of Years with Current Firm


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.

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


Investment Types

Bonds, Stocks, Annuities, Insurance, Mutual Funds, Commodities, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

Can meet clients in the following ways

Your Office, Via Email, Via Phone, Our Office, Your Home, Video Conference, Our Offices


Registered Investment Advisor


Investment Advisor Representative


Acknowledged fiduciary


Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations


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


Compensation and Fees

Fee Structure


Minimum Portfolio Size for New Managed Accounts


Compensation Methods


Fee % Based on Assets

Up To 1%

Hourly Rate


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


Minimum Fee Charged for Hourly Planning Accounts



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


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.