Jonathan Bath
Jonathan Bath is a registered investment advisor at Integrity Alliance, LLC, based in Easton, PA, with 14 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
3101 Freemansburg Avenue, Easton, PA, 18045
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 sells various life insurance and annuity products as an insurance agent, dedicating about 10-20% of his time to this activity. He is also the treasurer and a board member of Nazareth Blue Eagle Education Foundation, spending minimal time on this. Additionally, Jonathan is the owner and a financial advisor for Bryton Financial LLC, which takes nearly all of his time.
Employment History
Current Registrations
Integrity Alliance, LLC
Integrity Alliance, LLC.Broker
Previous Registrations
Packerland Brokerage Services, INC.
Packerland Brokerage Services, INC.Broker
Questar Capital CorporationBroker
Questar Asset Management, INC.
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
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.