Jason Hester
Jason Hester is a registered investment advisor at Integrity Alliance, LLC, based in Ridgeland, MS, with 17 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 14,148 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Alliance offers investment management through various programs.
Edge Program:
- Fees include a program fee (up to 0.35% annually), an advisor fee (up to 2.00% annually), and potential third-party sub-advisor fees.
Select Program:
- Fees range from 1.00% to 2.80% annually on the first $1,000,000, 1.00% to 2.20% on the next $2,000,000, and 0.50% to 1.75% on assets over $3,000,000.
- A 0.10% trading platform fee is added to the maximum account fee for accounts with the broker-dealer arm.
Fees are assessed on all assets, including cash and money market balances. Margin accounts may incur additional fees. Fees are typically charged quarterly in advance, pro-rated for mid-quarter openings, and adjusted for significant deposits or withdrawals.
Location
213 Draperton Drive, Suite A, Ridgeland, MS, 39157
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason owns Ahava Enterprises (farming, construction, and management consulting) and Bosie Road Farms (tree farming), dedicating a few hours per week to each. He also owns Navitas Wealth Advisors, where he works about two-thirds of his time in estate planning, business succession planning, and life insurance sales.
Employment History
Current Registrations
Integrity Alliance, LLC.Broker
Balefire, LLC
Previous Registrations
Lion Street Financial, LLCBroker
Csenge Advisory Group, LLC
Fsc Securities CorporationBroker
Eplanning Securities, INC.Broker
NFP Securities, INC.Broker
State Registrations1 state
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.