Jonathan Sowa
Jonathan Sowa is a registered investment advisor at Integrity Alliance, LLC, based in Clearwater, FL, with 19 years of industry experience. Jonathan 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
4755 East Bay Drive, Clearwater, FL, 33764
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
Jonathan is an Investment Advisor Rep with CSENGE Advisory Group, overseeing client managed brokerage accounts, taking nearly full-time. He also works as a consultant for Radian Partners LLC, teaching retirement information, and as an independent insurance agent, advising clients to purchase insurance products, dedicating a few hours per week.
Employment History
Current Registrations
Integrity Alliance, LLC
Integrity Alliance, LLC.Broker
Csenge Advisory Group, LLC
Previous Registrations
Lion Street Advisors, LLC
Lion Street Financial, LLCBroker
Fsc Securities Corporation
Private Client LLC
Fsc Securities CorporationBroker
Householder Group Financial Advisors, LLC
Securities Service Network, INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Signator Investors, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations10 states
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.