JJ
ChFC
JJ
ChFC

John Jett

17 Years of Experience
Urbandale, IA
1 DisclosureBrokerSells Insurance

John Jett is a ChFC-designated registered investment advisor at Integrity Alliance, LLC, based in Urbandale, IA, with 17 years of industry experience. John 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
457 advisors
Number of Clients
14,148 clients
Average Client Portfolio
$170K average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

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.

Loading...

Location

4135 NW Urbandale Dr, Urbandale, IA, 50322

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
May 2015
Other Business ActivitiesSells Insurance

John is involved with Jett Financial Group, LLC as a sales agent/owner selling life/health insurance and fixed annuities, dedicating about 10-20% of his time. He also owns 50% of Jett Realty Group, PLLC and works as a Financial Planner/Investment Advisor Representative for Jett Wealth Management.

Employment History
Current Registrations
Integrity Alliance, LLC
February 2022 - Present · 4 yrs 3 mos
Integrity Alliance, LLC.Broker
February 2022 - Present · 4 yrs 3 mos
Previous Registrations
MML Investors Services, LLC
May 2015 - February 2022 · 6 yrs 9 mos
MML Investors Services, LLCBroker
May 2015 - February 2022 · 6 yrs 9 mos
Eagle Strategies LLC
November 2010 - June 2015 · 4 yrs 7 mos
Nylife Securities LLCBroker
December 2008 - June 2015 · 6 yrs 6 mos
State Registrations4 states
CAFLLATX
AdvisorBrokerBoth

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
No exam information available for this advisor.