Joseph Jones
Joseph Jones is a registered investment advisor at Integrity Alliance, LLC, based in Owasso, OK, with 17 years of industry experience. Joseph 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
Owasso, OK
Get directionsHistory
Regulatory History (1)
Criminal
June 2018Other Business ActivitiesSells Insurance
Joseph is the president of Jones Financial Solutions, a DBA for fixed insurance, securities, and advisory business, dedicating nearly full-time hours. He is also involved with Foundation Insurance Solutions and as an independent insurance agent, spending about 10-20% of his time on each, and is a board member for JWB Insurance, JB's Lock and Load, and Rogers State University Foundation, spending minimal time on each.
Employment History
Current Registrations
Integrity Alliance, LLC.Broker
Integrity Alliance, LLC
Previous Registrations
Questar Capital CorporationBroker
Questar Asset Management, INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations4 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.