Tuesday, November 5
Lawrence Business Magazine LLC
Lawrence Business Magazine LLC
2017 First Quarter - Generation to Generation

PROFESSIONAL SPOTLIGHT: Jason Edmonds

By on 364 Comments
PROFESSIONAL SPOTLIGHT: Jason Edmonds

Edmonds Duncan Registered Investment Advisors

| 2017 Q1 | by Jason Edmonds, new photos by Steven Hertzog
Professional Spotlight

What is your business’s most important commodity or service?

We provide a wide array of services for our clients, including financial planning, investment management, retirement income management, estate planning and settlement, and all related services. That said, our most valuable commodity may be sound advice based on experience spanning five decades. In a complex and constantly changing industry, though, we still encounter something new just about every week.

What is your business’s most important priority?

Integrity. Our clients honor us with their trust, and we are dedicated to remaining worthy of it. This means complete honesty, confidentiality and prompt, personal service. Additionally, we are obligated to stay on top of any information that will be of benefit to our clients. While no one can consistently predict the future, paying close attention to the details does increase the odds of being prepared for it.

What have been some of the most important aspects of your success?

Personally, I have many people to thank for my success, but my father is certainly at the top of that list, as he built the solid foundation that our firm stands on top of today. In addition to being an expert at his profession, he is also a genuinely nice man who keeps his commitments through dedication, hard work and honesty. I can’t imagine a better role model, and I strive to live up to his example every day.

My business partner, Don Duncan, also deserves a great deal of credit for the success of our business today. Don’s attention to detail and entrepreneurial vision for the future of our firm and industry have helped advance us to a level that I would not have achieved alone. Through many years of practice, we have developed a method of approaching challenges from our unique perspectives, which seems to result in better overall decision-making. Given enough time, we are confident we can arrive at the right answers together.

How many people do you work with, serve, interact with on a daily basis and are responsible to?

That’s an interesting question to think about. We serve approximately 500 client families, which translates to more than 1000 individuals. These are the people we are responsible to. I would estimate that between personal meetings, email and phone calls, we interact personally with 20 to 30 clients each day on average. We have a dedicated back-office team at our custodian in Texas and our broker dealer in New Jersey, with whom we speak throughout the business day. We contract with an institutional research firm in Chicago that we communicate with weekly. Finally, we hear from a seemingly limitless number of representatives from various investment, research and technology companies that are interested in developing relationships with us.

How do you and your industry make a positive impact on the Lawrence community?

Our objective is to improve our client’s personal economies. So, to the extent they are better off, I would expect that to be good for Lawrence’s economy, too. As a locally owned business, we are also proud of the impact we have by doing business and providing employment opportunities locally. Finally, we contribute volunteer time as well as sponsorship and direct contributions to local organizations.

What do you see as your personal responsibility and the industry’s responsibility to the community?

As a fourth-generation native of Lawrence, I feel a strong sense of gratitude and an obligation to support the community that has been so great to my family. I attempt to honor this commitment by volunteering a significant amount of my time to community organizations and efforts. I am pleased that the financial-services industry as a whole is a consistent source of sponsorship and volunteer energy in Lawrence. Of course, we can always do more.

What would you change about doing business (or working with businesses) in Lawrence?

The Lawrence businesses we work with are fantastic. My only wish is that there were more of them. Lawrence is a wonderful community, and I believe we can grow and prosper if we continue to say yes to new opportunities. More local businesses would mean more and better employment opportunities, more professional and volunteer leadership, and a more vibrant economy in general.

Why did you become involved or what inspires you? Is there a specific thing, person or incident?

We are in a people business, so when Machaela and I came back to Lawrence after living in San Diego for a few years after college, my Dad encouraged me to look for ways to get involved in the community. I joined the Chamber and then the Envoy Committee, and I remember Gary Toebben telling new members that they would “get out of it what they put into it.” That stuck with me, and I have certainly found it to be true. Along the way, I have met some wonderful people who clearly share that belief, and they have become great friends. I am inspired by people who contribute their time, talent and treasure to making our community a better place for everyone.

I am also inspired by optimism and the people who practice it. I believe that optimism is a habit—a choice we make over and over again, which actually shapes our future. It’s a choice that requires active effort and reinvestment though—just like exercise. Pessimism requires far less effort …

What is the biggest challenge you feel your industry faces?

My greatest concern is that people, in general, are just not saving enough money to be able to retire or support themselves in the future. Involuntary plans such as pensions, which allowed current and past generations to retire, are not going to be there for future retirees. Even people with good employer-sponsored retirement plans tend to save only the amount needed to get the employer match. Experience tells us that most young people will need to save 10-plus percent of their income in order to successfully fund retirement. And for every year they wait to start, that percentage grows. We do our best to educate our clients and their children about this issue, and are looking for ways to do more. Our industry needs to take the lead on this issue and educate young people about the importance of saving and investing in their own future.

Share.

Related Posts

364 Comments

  9. 슬롯사이트 on

    You are so awesome! I don’t suppose I’ve read anything like that before. So great to discover somebody with some unique thoughts on this subject. Really.. thank you for starting this up. This website is one thing that is required on the internet, someone with a bit of originality.

  11. күнделікті тұрмыста пайдаланылатын заттар мен on

    фильмы на реальных событиях 2021-2022, фильмы на
    реальных событиях с высоким рейтингом
    асем значение имени характер и судьба, айторе значение имени айым
    тусын оңыңнан музыка скачать, айым тусын оңыңнан ремикс скачать айтыс
    өнері туралы не білеміз, айтыс туралы мұхтар әуезов қандай пікір білдірді

  19. Proelec.store on

    Thanks a bunch for sharing this with all folks you really know what you are talking approximately!
    Bookmarked. Please also discuss with my site =). We could have a
    hyperlink change contract between us

  29. Aaron on

    Nice that you are here. Feel free to ring through if live chat for websites, if you are a wanker, submissive or a slave. I am quite multifaceted and like to ask friendly what you like to do. Let’s see if I like it.

  37. โดจิน on

    I get pleaѕuгe from, rеsult in Ι found exactly what I
    was takіng a look for. You һaѵe ended my 4 day
    lengthy һunt! God Bless you man. Have a niϲe day. Bye

  38. หนังxxx on

    Hｅlpful information. Fortunate me I discoѵered youг site accidentally, and I’m shocked
    why thiѕ cоincidence did not came about in advаnce! I bookmarked іt.

  42. 토토사이트 on

    Good post. I learn something new and challenging on blogs I stumbleupon every day. It’s always interesting to read through articles from other writers and use something from their web sites.

  56. Starting Affiliate Marketing on

    The very next time I read a blog, I hope that it won’t fail me as much as this particular one. After all, Yes, it was my choice to read, however I truly thought you’d have something interesting to say. All I hear is a bunch of whining about something that you could fix if you weren’t too busy seeking attention.

  69. SUGAR LAND ARTHRITIS RHEUMATOLOGIST on

    After looking over a handful of the articles on your web site, I honestly appreciate your technique of blogging. I book-marked it to my bookmark website list and will be checking back soon. Take a look at my website too and let me know what you think.

  87. porn on

    My bгother recommended I might lіke this websіte. He was entirelу ｒigһt.
    This post actuallʏ made my day. You can not imagine just how much time I had
    spent for this information! Thanks!

  96. 生地の種類 英語 on

    June 18, 2012 — A novel new vary of cabinets to protect crucial course of tools in hazardous areas towards very high temperature fires has been launched by the sphere gear safety specialist Intertec.

  99. ジーセブンのgとは on

    School administrators all through the state spoke in help of a bill introduced in the Wisconsin State Legislature in February 2017 that will give districts more flexibility surrounding school begin dates.

  102. 슬롯추천 on

    After I originally commented I seem to have clicked on the -Notify me when new comments are added- checkbox and now each time a comment is added I get 4 emails with the exact same comment. Is there a means you are able to remove me from that service? Thanks a lot.

  126. หนังxxx on

    Heya i’m for the first tіme here. Ӏ found thіs ƅoard and
    Ӏ in finding It truly helpful & it һelped me out much.
    I’m hoping to offer something bɑck and help others such aѕ you
    aided me.

  133. бекторының қазынасы ұқсас шығарма on

    тоо арбуз груп, арбуз доставка астана грант 2022 педагогика, казну проходной балл на грант 2022 ауыл ел аманаты, ауыл аманаты ақтөбе ауаның
    сығылуы мен сиретулері нәтижесінде дыбыс тарайды, сығылған ауаның серпімділігі

  149. J88 on

    The very next time I read a blog, Hopefully it doesn’t disappoint me just as much as this one. I mean, I know it was my choice to read, but I truly thought you would probably have something helpful to talk about. All I hear is a bunch of crying about something you could fix if you weren’t too busy looking for attention.

  167. 硬口蓋 痛い 風邪 on

    Moreover, this special concern – the influence of the mass media on the general public picture of minorities – is barely one of many advanced features of the tortuous relationship between minorities and the media.

  192. loot dispo on

    Howdy! This post couldn’t be written much better! Reading through this article reminds me of my previous roommate! He continually kept preaching about this. I’ll forward this information to him. Pretty sure he’s going to have a good read. Thanks for sharing!

  204. Online Dispensary that Ships to All States on

    Hello there! This post could not be written any better! Looking through this article reminds me of my previous roommate! He always kept preaching about this. I most certainly will send this information to him. Fairly certain he will have a great read. Thank you for sharing!

  208. 大学 資産 運用 on

    In relation to meeting the scholar council, Ho-Rang has a small grudge against Sa-Eun and will sometimes problem him to a fight.Ho-Rang once fought Sa-Eun in order to restore Myung-Ee’s “honor” and found out that he likes her when he bought damage.

  222. maturescam on

    Good post. I learn something new and challenging on sites I stumbleupon on a daily basis. It will always be exciting to read articles from other authors and practice something from other sites.

  224. 対立 使い方 on

    Even in case you are attending a small present and are only sending two staffers, it nonetheless makes sense to do this in order that they know who is accountable for what.

  225. 利益とは 会計 on

    I have not tried the Overseas Service Institute French course they promote (Primary French Half A is US$175, Part B US$195, Superior Half A US$225, Superior Part B US$225), but I’ve labored by way of their Primary Spanish and German FSI courses and may suggest them with the following caveats.

  281. Nicky Greig on

    Spot on with this write-up, I really think this web site needs a great deal more attention. I’ll probably be returning to read through more, thanks for the info!

  289. Blue Dream on

    I’m impressed, I must say. Rarely do I encounter a blog that’s both equally educative and amusing, and without a doubt, you have hit the nail on the head. The issue is an issue that not enough men and women are speaking intelligently about. I am very happy that I found this during my hunt for something relating to this.

  293. cbd massage on

    It?s really a great and helpful piece of info. I am glad that you shared this helpful info with us. Please keep us up to date like this. Thanks for sharing.

  294. bokep jilbab on

    Aw, this was a very nice post. In idea I want to put in writing like this moreover ? taking time and precise effort to make a very good article? however what can I say? I procrastinate alot and not at all seem to get something done.

  301. 鉄フライパン 手入れ on

    Determine $1,000 (roughly) for a tabletop (graphics make a giant difference in pricing); around the $5,000-to-$15,000 vary for a 10-foot (3-meter) portable with graphics; and for giant 20×20-foot, 20×30-foot or 30×30-foot custom booths, the sky is the limit.

  305. 人類 の 先祖 on

    Ethnic individuals have been making alternative films throughout the century, from Oscar Micheaux, the brilliant black director of the silent period to the Yiddish film industry of the nineteen thirties to present minority movie efforts.

  321. 犬 抜歯 保険 on

    But we’re doing our best and can continue to help you discover YOUR TONE within the years forward, while others like the many “ebay sellers” who have tried to fill in the cracks in our mortar, are long out of business.

  326. bokep jilbab on

    I am typically to blogging and i actually respect your content. The article has really peaks my interest. I am going to bookmark your web site and keep checking for brand new information.

  328. bokep indonesia on

    Hey would you mind sharing which blog platform you’re using? I’m looking to start my own blog in the near future but I’m having a hard time selecting between BlogEngine/Wordpress/B2evolution and Drupal. The reason I ask is because your design and style seems different then most blogs and I’m looking for something unique. P.S My apologies for getting off-topic but I had to ask!

  347. pure cbd oil on

    Whoa! This blog looks exactly like my old one! It’s on a completely different topic but it has pretty much the same page layout and design. Great choice of colors!

  348. cbd oil side effects on

    Thanks for another magnificent article. Where else could anybody get that type of info in such an ideal way of writing? I have a presentation next week, and I’m on the look for such information.

  352. โดจิน on

    Hеy! Quick question that’ѕ tоtally off topic. Do you know how to
    make yoᥙｒ site mοbile friendly? My weЬ site looks weird whеn browsing from my ɑpple iphone.
    I’m trying to find a template oｒ plugin that might be able to corｒect this issue.
    If you hɑve any reсommеndations, please shɑre. Thank you!

Leave A Reply

Contact to Listing Owner

Captcha Code