Berson Jeffrey H.

Person Profile

Address

Overland Park, Kansas

Website

SEC CIK

SEC advisor number

801-54850

FINRA CRD number

107213

AUM ?

$1.01 bn (as of 23 Jun 20)

Accounts

556 (as of 23 Jun 20)

Employees

14 (9 investment advisory or research)

Office hours

Monday - Friday, 8:00 A.M. - 4:00 P.M.

Brochures

Owner	Title	From	%Ownership
Stannard-stockton, Sean, Patrick	Managing Member, President, Chief Investment Officer, Portfolio Manager	01/2004	50-75%
Pearson, Matthew, Edward	Member, Chief Operating Officer, Chief Compliance Officer	01/2011	10-25%
Thomasson, Ludovic, Pierre	Member, Director of Wealth Management	06/2014	10-25%
Sean & Cathy Stannard-stockton Trustees Fbo Stannard-stockton Family Trust DTD 12.12.2014	Owner	12/2014	50-75%
Matt & Sarah Pearson Trustees Fbo Pearson Living Trust DTD 4.30.2018	Owner	04/2018	10-25%
Ludovic & Lindsay Thomasson Trustees Fbo LT2 Family Trust DTD 7.10.2018	Owner	07/2018	10-25%