Jason Douglas Epps

Employer firm

Kfa Private Wealth Group, LLC CRD 281678

$830M regulatory AUM 51 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

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

Current Employers

Kfa Private Wealth Group, Llc

8350 Broad St. Suite 220, Tyson, VA 22102-5151 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2015-10-29
VA	RA	APPROVED	2015-10-29

TX RA
APPROVED

Since 2015-10-29
VA RA
APPROVED

Since 2015-10-29

Branch Locations

8350 Broad St. Suite 220, Tyson, VA 22102-5151 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Spire Securities Llc	Reston	VA	10/2015	12/2017
Kfa Private Wealth Group, Llc	Vienna	VA	10/2015	Present
Arete Wealth Management Llc	Chicago	IL	01/2018	10/2023

10/2015 → 12/2017

Spire Securities Llc

Reston, VA
10/2015 → Present

Kfa Private Wealth Group, Llc

Vienna, VA
01/2018 → 10/2023

Arete Wealth Management Llc

Chicago, IL

Previous Registrations

2005-08-24 → 2015-11-10

Ameriprise Financial Services, Llc

Vienna, VA

Vienna, VA

Vienna, VA

Vienna, VA

Vienna, VA

Other Businesses

Vantage Point Financial Inc.: RIA; Owner; financial planning services; Start Date = 11/2021; 160 HRS/MTH; investment related. Mount St Mary's University: Board Service; Trustee; Start Date 12/2022; 2.5 HRS/MTH; not investment related. AGENCY ONE; INSURANCE AGENT; VARIABLE HRS/MTH; NOT INVESTMENT RELATED.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-08-23

S66 Uniform Combined State Law Examination

2005-08-23

Designations

Certified Financial Planner

View on SEC IAPD