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JI

Jason Christopher Imlay

CFP®
POSTROCK PARTNERS
OVERLAND PARK, KS
·CRD# 3276059·27 years registered

Professional Summary

Jason Christopher Imlay, CFP® is a registered financial advisor currently at POSTROCK PARTNERS LLC located in Overland Park, Kansas. Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jason has worked at 4 firms and has passed the Series 66 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®
Certified Financial Planner

Years of Experience

27 years registered in the securities industry

Current & Past Employments

Current

POSTROCK PARTNERS LLCCurrent·CRD# 328865
RIA
6700 Antioch Road Suite 470, Overland Park, KS 66204
April 30, 2026 - Present

Past

CREATIVE PLANNINGPast·CRD# 105348
RIA
Overland Park, KS
January 5, 2015 - August 2, 2019
MML INVESTORS SERVICES, LLCPast·CRD# 10409
RIA
Overland Park, KS
August 3, 2000 - July 18, 2006
MML INVESTORS SERVICES, LLCPast·CRD# 10409
BD
Overland Park, KS
October 20, 1999 - July 18, 2006
LEGACY FINANCIAL GROUP, INC.Past·CRD# 113885
RIA
Overland Park, KS
March 27, 2000 - February 6, 2006

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Current Firm

PP
POSTROCK PARTNERS LLC

POSTROCK PARTNERS LLC | POSTROCK PRIVATE WEALTH

CRD#: 328865 / SEC#: 801-129138
RIA
Registered Investment Advisory firm - SEC (11/30/2023 Approved)

Contact Information

Main Address

6700 Antioch Road Suite 470, Overland Park, KS 66204

Phone Number

(913) 308-8030

# of Employees

5

SEC notice filing (2 States and Territories)

Registered to provide investment advisory services in 2 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

POSTROCK DISCLOSURE BROCHURE, WRAP FEE PROGRAM BROCHURE, AND BROCHURE SUPPLEMENTS (5/5/2026)

Regulatory Assets Under Management

Total Number of Accounts

77

AUM (Assets Under Management)

$489,068,507

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Catholic Foundation of Northeast Kansas; Investment-related; 12615 Parallel Parkway, Kansas City, KS 66109; Charitable organization; Board Member; Attend board meetings, promote the foundation through local parishes, advise on foundation governance issues; Less than 5% of time during the month. 2) FIRE; Not investment-related; 13862 S Gallery, Olathe, KS 66062; Charitable organization; Board Member; Basic book keeping, program design, other guidance; Less than 5% of time during the month.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PP
POSTROCK PARTNERS LLC

POSTROCK PARTNERS LLC | POSTROCK PRIVATE WEALTH

CRD#: 328865 / SEC#: 801-129138
RIA
Registered Investment Advisory firm - SEC (11/30/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Kansas
(4/30/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Sep 1999About the Series 66 exam

Series 7 — General Securities Representative Examination

Passed Sep 1999About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Jason Christopher Imlay's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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