Lee Edward Taylor

Employer firm

The Jamison Edward Group CRD 305820

$12.4M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 10/2019
  St. Bernard Financial Services, Inc.
  Kansas City, MO
• 10/2019 → Present
  The Jamison Edward Group, Llc
  Gladstone, MO
• 06/2010 → Present
  Green Tree Heart, Llc Dba Integrated Financial Solutions Of Ka
  Gladstone, MO

Previous Registrations

• 2016-06-30 → 2019-10-17
  St. Bernard Financial Services, Inc.
  Kansas City, MO
  Russellville, AR
  Russellville, AR
  Kansas City, MO
• 2009-04-22 → 2016-04-01
  Cetera Advisors Llc
  Overland Park, KS
  Kansas City, MO
  Liberty, MO
  Kingsport, TN
  Liberty, MO
  Kingsport, TN
  Kansas City, MO

Other Businesses

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.

Exams

• S66 Uniform Combined State Law Examination
  2008-07-21

Other Names

• Ed Taylor