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Jason Stephen Edmonds

EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC·LAWRENCE, Kansas
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645 MASSACHUSETTS STREET, LAWRENCE, KS 66044CRD# 2727408Firm CRD# 168246
01

About

Jason Stephen Edmonds is a registered financial advisor based in LAWRENCE, Kansas, affiliated with EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC
EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC
AUM
$441M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2727408
Firm CRD# 168246
No disclosures on file
View on FINRA BrokerCheck →

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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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Other advisors in LAWRENCE
Judith Lynn Mcdaniel — AFA INC.Karey Anne Chester — AFA INC.Victoria Marie Bogner — AFA INC.Donald Dwayne Duncan — EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLCPeter Douglas Knutson — AFA INC.
Nearby cities in Kansas
OVERLAND PARK (478)LEAWOOD (177)WICHITA (66)TOPEKA (38)LENEXA (30)
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OVERLAND PARK GuideLEAWOOD GuideWICHITA GuideTOPEKA GuideLENEXA Guide
Research
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