Jeff Jewett
Jeff Jewett is a registered investment advisor at Integrity Alliance, LLC, based in Bend, OR, with 11 years of industry experience. Jeff operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 10,885 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.50% |
Schedule reflects base Select Program fees. Total fees can include additional advisor fees, platform fees, and third-party manager costs up to 2.80% annually. Fees are negotiable.
Fee Estimator
Location
300 SE Reed Market Rd, Suite 103, Bend, OR, 97702
Get directionsHistory
Regulatory History (4)
Regulatory
February 2009Employment Separation After Allegations
May 2007Customer Dispute
August 2006Customer Dispute
July 2006Other Business ActivitiesSells Insurance
Jeff is the owner of Jeff Jewett Financial Group, offering advisory and fixed insurance sales. He dedicates full-time hours to this activity, primarily during security hours, focusing on sales and service of fixed insurance and advisory products.
Employment History
Current Registrations
Integrity Alliance, LLC
Previous Registrations
Next Financial Group, INC.Broker
Esi Financial Advisors
Equity Services, 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.
Exams
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