TrueAdvisor
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JE
CFP
JE
CFP

Jason Epps

Kfa Private Wealth Group, LLC
21 Years of Experience
Tyson, VA
Sells Insurance
View SEC Summary
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Jason Epps is a CFP-designated registered investment advisor at Kfa Private Wealth Group, LLC, based in Tyson, VA, with 21 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 823 clients with $830M in assets under management.

Kfa Private Wealth Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
823 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$830.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

KFA Private Wealth Group offers investment management and wealth management services through wrapped accounts. KFA Private Wealth Group does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship.

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Location

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

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History

Regulatory History
Clean regulatory record

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.

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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
October 2015 - Present · 11 yrs
Previous Registrations
Arete Wealth Management, LLCBroker
January 2018 - October 2023 · 5 yrs 9 mos
Spire Securities, LLCBroker
October 2015 - December 2017 · 2 yrs 2 mos
Ameriprise Financial Services, INC.
August 2005 - November 2015 · 10 yrs 3 mos
Ameriprise Financial Services, INC.Broker
August 2005 - November 2015 · 10 yrs 3 mos
Ids Life Insurance CompanyBroker
August 2005 - July 2006 · 11 mos
State Registrations2 states
TXVA
Advisor

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.

Exams
No exam information available for this advisor.
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