RIA Intel›Advisers›Missouri›THE JAMISON EDWARD GROUP, LLC

THE JAMISON EDWARD GROUP, LLC

Advisory

KEARNEY, MO

Data as of Sep 12, 2025 · Source: SEC Form ADV

Average account

$132K

across 94 accounts

AUM per adviser

$4M

3 advisers

Source: SEC Form ADV. Figures as filed Sep 12, 2025.

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$12M

Discretionary AUM$12M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients71

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

71 clients

The full client-type breakdown and the share of AUM each category represents.

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