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Jason Douglas Epps

KFA Private Wealth Group, LLC

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About Jason Douglas Epps

Jason Douglas Epps is a financial advisor with KFA Private Wealth Group, LLC. Jason has been in the industry since 2005 and has a strong background in financial planning. Jason is a Certified Financial Planner and holds Series 7 and Series 66 licenses. Jason also has a strong understanding of the investment management process and is committed to providing clients with personalized financial advice. Jason has experience working with high-net-worth individuals, families, and businesses.

Firm Information

Jason Epps is currently registered with KFA Private Wealth Group, LLC. KFA Private Wealth Group, LLC is a registered investment advisor located in Tyson, VA. The firm provides financial planning, pension consulting, and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, pension and profit sharing plans, and charitable organizations. They manage approximately $784 million in assets for their clients.
KFA Private Wealth Group, LLC

8350 BROAD ST.

TYSON, VA 22102-5151

$784.48M

Assets Under Management

56

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Epps’s Registration & Firm History

VA

10/29/2015 - Present

KFA Private Wealth Group, LLC (TYSON VA)

VA

01/02/2018 - 10/02/2023

ARETE WEALTH MANAGEMENT, LLC (Vienna VA)

VA

10/29/2015 - 12/31/2017

SPIRE SECURITIES, LLC (Vienna VA)

VA

08/09/2005 - 11/10/2015

AMERIPRISE FINANCIAL SERVICES, INC. (VIENNA VA)

MN

08/09/2005 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 08/23/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/08/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Douglas Epps.
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