KFA Private Wealth Group
25yrs
Top advisor by experience at KFA Private Wealth Group
21yrs
Jason Epps is a fiduciary financial advisor in Tyson, Virginia, with 21 years in the industry. Jason joined KFA Private Wealth Group in 2015, after ten years at Ameriprise Financial Services. Jason holds the CFP® designation.
One of 9 advisors with offices in Tyson, and one of 9 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 64% of advisors at KFA Private Wealth Group
Office8350 Broad St. Suite 220, Tyson, VA 22102
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$993,086
Advisors at the firm11
States licensed ?1 state
Services through KFA Private Wealth Group
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2015 – nowKFA Private Wealth Group, LLCCurrent firm
- 2005 – 2015Ameriprise Financial Services, LLCPreviously
Contact Jason
(571) 386-2029KFA Private Wealth Group main office 8350 Broad St. Suite 220Tyson, VA 22102Office · Get directions LinkedIn pageKFA Private Wealth Group
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Questions to ask Jason
Tailored to Jason’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jason
How do I contact Jason?
Call KFA Private Wealth Group at (571) 386-2029 and ask for Jason Epps. Jason works from the Tyson, VA office.
How long has Jason been a financial advisor?
Jason has been in the industry since 2005, about 21 years. More experience than 64% of advisors at KFA Private Wealth Group.
What licenses does Jason hold?
Series 66. Tap any license on this page to see what it allows.
Is Jason a fiduciary?
Jason is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jason paid?
KFA Private Wealth Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jason for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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