Jason Edmonds is a registered investment advisor at Creative Planning, based in Lawrence, KS, with 29 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 84,858 clients with $220B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and how they are charged are negotiable.
Fee Estimator
Location
645 Massachusetts Street, Suite 300, Lawrence, KS, 66044
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason is the Founder, Principal, and Financial Advisor at Edmonds Duncan Registered Investment Advisors, LLC, a full-service wealth advisory and investment management firm, dedicating full-time hours to this role. He also works as an agent selling fixed insurance through PKS Financial Services and is a managing member of EDH, LLC, which handles bookkeeping and payroll for his advisory services, taking minimal time.
Employment History
Current Registrations
Creative Planning
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Edmonds Duncan Registered Investment Advisors, LLC
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley Dw INC.Broker
Morgan Stanley
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
U.S. Bancorp Piper Jaffray INC.Broker
State Registrations1 state
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