Jason C. Imlay

POSTROCK PARTNERS

Overland Park, KS 66204

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CRD#: 3276059

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

April 30, 2026 - Present

POSTROCK PARTNERS LLC

Office #1: 6700 Antioch Road Suite 470, Overland Park, KS 66204

RIA

CRD#: 328865

Overland Park, KS

Past

January 5, 2015 - August 2, 2019

CREATIVE PLANNING

RIA

CRD#: 105348

OVERLAND PARK, KS

Past

August 3, 2000 - July 18, 2006

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

OVERLAND PARK, KS

Past

March 27, 2000 - February 6, 2006

LEGACY FINANCIAL GROUP, INC.

RIA

CRD#: 113885

OVERLAND PARK, KS

Past

October 20, 1999 - July 18, 2006

MML INVESTORS SERVICES, LLC

CRD#: 10409

OVERLAND PARK, KS

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".

POSTROCK PARTNERS LLC

POSTROCK PARTNERS LLC | POSTROCK PRIVATE WEALTH

CRD#: 328865 / SEC#: 801-129138

RIA

Registered Investment Advisory firm - (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.

Highlighted states indicate IAR registrations

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

State Security Law Exam

IAR

Series 66

Date: 9/29/1999

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 9/30/1999

General Securities Representative Examination

Current Firm

POSTROCK PARTNERS LLC

POSTROCK PARTNERS LLC | POSTROCK PRIVATE WEALTH

CRD#: 328865 / SEC#: 801-129138

RIA

Registered Investment Advisory firm - (11/30/2023 Approved)

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Contact information

Main Address

6700 Antioch Road Suite 470, Overland Park, KS 66204

Mailing Address

Phone number

(913) 308-8030

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 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 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	71
AUM (Assets Under Management)	$ 449,670,406

Red Flags

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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Jason C. Imlay

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

POSTROCK PARTNERS LLC

CREATIVE PLANNING

MML INVESTORS SERVICES, LLC

LEGACY FINANCIAL GROUP, INC.

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

POSTROCK PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/29/1999

Series 7

Date: 9/30/1999

Current Firm

POSTROCK PARTNERS LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

POSTROCK PARTNERS LLC

TRUST BUT VERIFY

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