Lee E. Taylor

THE JAMISON EDWARD GROUP

KEARNEY, MO 64060

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CRD#: 4140039

Professional summary

Lee Edward Taylor, AIF®, who also goes by Ed Taylor, is a registered financial advisor currently at THE JAMISON EDWARD GROUP located in Kearney, Missouri.

Lee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Lee has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ed Taylor

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.

Green Tree Heart, LLC DBA Integrated Financial Solutions of Kansas City; Investment-Related; Gladstone, MO; START 06/2010; Insurance; Insurance Agent and Owner; 20 HR/WK.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lee Edward Taylor's 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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

December 4, 2019 - Present

THE JAMISON EDWARD GROUP

Office #1: 302 S. Platte-clay Way Suite 204, Kearney, MO 64060

RIA

CRD#: 305820

KEARNEY, MO

Past

June 30, 2016 - October 17, 2019

ST. BERNARD FINANCIAL SERVICES, INC.

RIA

CRD#: 36956

Kansas City, MO

Past

March 31, 2016 - October 17, 2019

ST. BERNARD FINANCIAL SERVICES, INC.

CRD#: 36956

Kansas City, MO

Past

April 22, 2009 - April 1, 2016

CETERA ADVISORS LLC

RIA

CRD#: 10299

KANSAS CITY, MO

Past

April 22, 2009 - April 1, 2016

CETERA ADVISORS LLC

CRD#: 10299

KANSAS CITY, MO

Past

February 11, 2009 - February 25, 2009

HBW SECURITIES LLC

CRD#: 136959

SIMI VALLEY, CA

Past

June 14, 2000 - March 21, 2005

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

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

Missouri
(12/4/2019)

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: 7/21/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/10/2009

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/13/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

THE JAMISON EDWARD GROUP

THE JAMISON EDWARD GROUP | THE JAMISON EDWARD GROUP, LLC

CRD#: 305820 / SEC#:

Missouri

Registered Investment Advisory firm - (12/4/2019 Approved)

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Contact information

Main Address

302 S. Platte-clay Way Suite 204, Kearney, MO 64060

Mailing Address

Phone number

(816) 439-5333

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	94
AUM (Assets Under Management)	$ 12,446,087

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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Advisor Monitoring

Firm Stability Insights

Lee E. Taylor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lee Edward Taylor's CRS (Customer Relationship Summary).

Certified licenses

Experience

ST. BERNARD FINANCIAL SERVICES, INC.

ST. BERNARD FINANCIAL SERVICES, INC.

CETERA ADVISORS LLC

CETERA ADVISORS LLC

HBW SECURITIES LLC

PFS INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/21/2008

SIE

Date: 10/1/2018

Series 7

Date: 2/10/2009

Series 6

Date: 6/13/2000

Current Firm

THE JAMISON EDWARD GROUP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

THE JAMISON EDWARD GROUP

TRUST BUT VERIFY

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