Jason Epps
Jason Epps is a CFP-designated registered investment advisor at Kfa Private Wealth Group, LLC, based in Tyson, VA, with 20 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 796 clients with $680M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
KFA Private Wealth Group offers investment management through wrap fee programs. Details about the fees for these programs can be found in the separate Wrap Fee Program Brochure.
Location
8350 Broad St., Suite 220, Tyson, VA, 22102-5151
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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 owner of Vantage Point Financial Inc., a registered investment advisor, dedicating full-time hours to financial planning services. He also serves as a trustee for Mount St Mary's University, spending minimal time on this activity, and is an insurance agent with Agency One.
Employment History
Current Registrations
Kfa Private Wealth Group, LLC
Previous Registrations
Arete Wealth Management, LLCBroker
Spire Securities, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.