Jason Kemble
Jason Kemble is a registered investment advisor at Integrity Advisory Solutions, based in Columbia, MO, with 9 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,427 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrity Advisory Solutions offers investment management through the IAS Edge Program. The total fee includes a program fee (up to 0.35% annually), an advisor fee (up to 2.00% annually), and potentially a third-party sub-advisor fee. Fees are typically charged quarterly in advance. There is no minimum account size. They also offer a Third-Party Retirement Account Program with fees detailed in the advisory agreement, billed monthly or quarterly.
Location
3806 Buttonwood Drive Suite 102, Columbia, MO, 65201
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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 is an agent for Senior Benefit Services, selling fixed insurance, Medicare, and annuity products, dedicating about a third of his time to this. He also owns JK Financial LLC (DBA for insurance & securities business), Jason Kemble LLC (S-Corp for tax filing purposes), and Kemble Consulting LLC (Tax Advantaged Investment Options).
Employment History
Current Registrations
Integrity Advisory Solutions
Previous Registrations
Wr Wealth Planners LLC
Concorde Asset Management, LLC
Concorde Investment Services, LLCBroker
Metropolitan Life Insurance CompanyBroker
Metlife 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.