Unclaimed Profile

Jason Stephen Edmonds

EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC·LAWRENCE, Kansas

SIE, Series 7, Series 63, Series 65Clean record26 years registeredEDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC

645 MASSACHUSETTS STREET, LAWRENCE, KS 66044CRD# 2727408Firm CRD# 168246

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Stephen Edmonds · LAWRENCE, KS

Registration

CRD #2727408 · EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC · 26 years registered

Brand Profile

Not yet started

Career History

CREATIVE PLANNING

Oct 2024 – present

EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC

Aug 2013 – Dec 2024

LAWRENCE, KS

MORGAN STANLEY

Jun 2009 – Sep 2013

LAWRENCE, KS

MORGAN STANLEY & CO. INCORPORATED

Apr 2007 – Jun 2009

LAWRENCE, KS

MORGAN STANLEY

Apr 2005 – Apr 2007

LAWRENCE, KS

ROBERT W. BAIRD & CO. INCORPORATED

May 2000 – Apr 2005

LAWRENCE, KS

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · May 31, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC

CRD 168246 · SEC 801-78373

AUM

$441M

Regulatory assets under management

Employees

1,242 client accounts

Services offered by EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jason Stephen Edmonds offer?

Jason Stephen Edmonds specializes in Financial Planning, Investment Management. Contact their office in LAWRENCE, Kansas for a consultation.

What are Jason Stephen Edmonds's credentials?

Jason Stephen Edmonds is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason Stephen Edmonds located?

Jason Stephen Edmonds is based in LAWRENCE, Kansas, working with EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC. Their office serves clients in the LAWRENCE metropolitan area and surrounding communities.

How does Jason Stephen Edmonds charge for services?

Jason Stephen Edmonds's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC?

EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC has approximately 6 employees and manages $441M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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