Jeff Jewett
Jeff Jewett is a registered investment advisor at Integrity Alliance, LLC, based in Urbandale, IA, with 10 years of industry experience. Jeff 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
4135 NW Urbandale Dr, Urbandale, IA, 50322
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.